Sharkey, Howes & Javer’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sharkey, Howes & Javer’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	-7,906	Closed	-$201K	–	150
2024 Q2	$201K	Sell	7,906 -230	-3%	-$5.82K	0.03%	115
2024 Q1	$208K	Buy	+8,136	New	+$208K	0.03%	119
2023 Q4	–	Sell	-9,163	Closed	-$228K	–	120
2023 Q3	$228K	Buy	+9,163	New	+$232K	0.04%	102

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

Sharkey, Howes & Javer's SPIP Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 7,906 shares — an estimated $201K sold.

Sharkey, Howes & Javer first reported a position in SPIP in Q3 2023 and held it in 3 quarters. The position peaked at $228K in Q3 2023. 210 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

Sharkey, Howes & Javer reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
Sharkey, Howes & Javer sold 7,906 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $201K.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and held it in 3 quarters.
Sharkey, Howes & Javer's State Street SPDR Portfolio TIPS ETF position peaked at $228K in Q3 2023.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.