Smallwood Wealth Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Smallwood Wealth Investment 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
2023 Q1	–	Sell	-10,454	Closed	-$269K	–	72
2022 Q4	$269K	Sell	10,454 -227	-2%	-$5.86K	0.23%	61
2022 Q3	$271K	Sell	10,681 -377	-3%	-$10.3K	0.24%	62
2022 Q2	$304K	Buy	+11,058	New	+$318K	0.31%	50

Other funds holding SPIP

LNC

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

Smallwood Wealth Investment Management's SPIP Position: Q1 2023 in Review

Smallwood Wealth Investment Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 10,454 shares — an estimated $269K sold.

Smallwood Wealth Investment Management first reported a position in SPIP in Q2 2022 and held it in 3 quarters. The position peaked at $304K in Q2 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

Smallwood Wealth Investment Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
Smallwood Wealth Investment Management sold 10,454 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $269K.
Smallwood Wealth Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 3 quarters.
Smallwood Wealth Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $304K in Q2 2022.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2023, filed 25 Apr 2023.