Robertson Stephens Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Robertson Stephens Wealth Management’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,292	Closed	-$212K	–	534
2024 Q1	$212K	Hold	8,292	–	–	0.01%	477
2023 Q4	$212K	Hold	8,292	–	–	0.01%	426
2023 Q3	$206K	Buy	+8,292	New	+$210K	0.01%	428

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's SPIP Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 8,292 shares — an estimated $212K sold.

Robertson Stephens Wealth Management first reported a position in SPIP in Q3 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,292 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $212K.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and held it in 3 quarters.
Robertson Stephens Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $212K in Q1 2024.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.