Spartan Planning & Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Spartan Planning & Wealth 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 Q4	$7.57K	Sell	296 -36,766	-99%	-$920K	0.01%	170
2023 Q3	$921K	Buy	+37,062	New	+$940K	1.08%	18
2022 Q4	$859K	Sell	33,332 -101	-0.3%	-$2.6K	1.07%	15
2022 Q3	$848K	Buy	33,433 +2,271	+7%	+$62.2K	1.11%	12
2022 Q2	$858K	Sell	31,162 -2,213	-7%	-$63.6K	1.15%	10
2022 Q1	$1.01M	Buy	+33,375	New	+$1.02M	1.26%	14

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GVAG

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

SMM

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

Spartan Planning & Wealth Management's SPIP Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 99% in Q4 2023, selling an estimated $920K and leaving 296 shares worth $7.57K. The position accounts for 0.01% of the portfolio, ranked #170.

Spartan Planning & Wealth Management first reported a position in SPIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2022. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Spartan Planning & Wealth Management held 296 shares of State Street SPDR Portfolio TIPS ETF worth $7.57K as of Q4 2023.
Spartan Planning & Wealth Management sold 36,766 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $920K.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #170 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.01M in Q1 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.