Security Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Security Financial Services’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 Q3	–	Sell	-77,390	Closed	-$1.97M	–	175
2024 Q2	$1.97M	Buy	77,390 +5,365	+7%	+$136K	0.43%	46
2024 Q1	$1.85M	Buy	72,025 +8,463	+13%	+$216K	0.42%	48
2023 Q4	$1.63M	Buy	63,562 +644	+1%	+$16.1K	0.4%	48
2023 Q3	$1.56M	Buy	+62,918	New	+$1.6M	0.44%	44
2023 Q1	–	Sell	-12,775	Closed	-$329K	–	144
2022 Q4	$329K	Sell	12,775 -45,126	-78%	-$1.16M	0.1%	114
2022 Q3	$1.47M	Sell	57,901 -23,258	-29%	-$637K	0.5%	44
2022 Q2	$2.23M	Buy	81,159 +22,666	+39%	+$651K	0.71%	40
2022 Q1	$1.77M	Sell	58,493 -45,553	-44%	-$1.39M	0.56%	38
2021 Q4	$3.28M	Buy	+104,046	New	+$3.27M	1.09%	25

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

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

Cerity Partners

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

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

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

Bank of America

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

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

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