Solutions 4 Wealth’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Solutions 4 Wealth’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 Q2	–	Sell	-13,540	Closed	-$347K	–	46
2024 Q1	$347K	Hold	13,540	–	–	0.97%	26
2023 Q4	$346K	Buy	+13,540	New	+$339K	1.13%	23

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PFA

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

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

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

CFS

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

SMM

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

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

Solutions 4 Wealth's SPIP Position: Q2 2024 in Review

Solutions 4 Wealth sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 13,540 shares — an estimated $347K sold.

Solutions 4 Wealth first reported a position in SPIP in Q4 2023 and held it in 2 quarters. The position peaked at $347K in Q1 2024. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Solutions 4 Wealth reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
Solutions 4 Wealth sold 13,540 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $347K.
Solutions 4 Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 2 quarters.
Solutions 4 Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $347K in Q1 2024.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Solutions 4 Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.