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 $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Security Financial Services's SPIP Position: Q3 2024 in Review

Security Financial Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 77,390 shares — an estimated $1.97M sold.

Security Financial Services first reported a position in SPIP in Q4 2021 and held it in 9 quarters. The position peaked at $3.28M in Q4 2021. 210 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

Security Financial Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
Security Financial Services sold 77,390 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $1.97M.
Security Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 9 quarters.
Security Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $3.28M in Q4 2021.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Security Financial Services's 13F filing for Q3 2024, filed 5 Nov 2024.