Sargent Bickham Lagudis’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$7.78K	Buy	+302	New	+$7.79K	﹤0.01%	760
2022 Q3	–	Sell	-200	Closed	-$6K	–	1110
2022 Q2	$6K	Sell	200 -454	-69%	-$13K	﹤0.01%	776
2022 Q1	$20K	Sell	654 -31	-5%	-$948	﹤0.01%	606
2021 Q4	$22K	Buy	685 +31	+5%	+$974	﹤0.01%	588
2021 Q3	$20K	Buy	+654	New	+$20.5K	﹤0.01%	601
2020 Q1	–	Sell	-59	Closed	-$2K	–	905
2019 Q4	$2K	Buy	+59	New	+$1.68K	﹤0.01%	783
2019 Q3	–	Sell	-236	Closed	-$7K	–	776
2019 Q2	$7K	Buy	+236	New	+$6.58K	﹤0.01%	632

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

SMM

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

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

PFA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sargent Bickham Lagudis's SPIP Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022: 302 shares worth $7.78K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in SPIP as recently as Q2 2022.

Sargent Bickham Lagudis first reported a position in SPIP in Q2 2019 and has held it in 7 quarters since. The position peaked at $22K in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

Sargent Bickham Lagudis held 302 shares of State Street SPDR Portfolio TIPS ETF worth $7.78K as of Q4 2022.
State Street SPDR Portfolio TIPS ETF was a new Sargent Bickham Lagudis position in Q4 2022.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #760 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2019 and has held it in 7 quarters since.
Sargent Bickham Lagudis's State Street SPDR Portfolio TIPS ETF position peaked at $22K in Q4 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.