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Spire Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Spire Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$10.6K – 2518
2024
Q3 		$10.6K Hold
200
– – ﹤0.01% 1609
2024
Q2 		$10.3K Sell
200
-3,082
-94% -$158K ﹤0.01% 1626
2024
Q1 		$169K Sell
3,282
-860
-21% -$44.1K ﹤0.01% 821
2023
Q4 		$212K Sell
4,142
-10
-0.2% -$505 0.01% 744
2023
Q3 		$208K Buy
4,152
+419
+11% +$21.1K 0.01% 702
2023
Q2 		$188K Buy
3,733
+322
+9% +$16.3K 0.01% 739
2023
Q1 		$174K Buy
3,411
+394
+13% +$19.8K 0.01% 773
2022
Q4 		$150K Sell
3,017
-470
-13% -$23.5K 0.01% 620
2022
Q3 		$172K Sell
3,487
-265
-7% -$13.7K 0.01% 572
2022
Q2 		$196K Buy
3,752
+500
+15% +$26.7K 0.01% 775
2022
Q1 		$177K Hold
3,252
– – ﹤0.01% 942
2021
Q4 		$179K Buy
3,252
+1,557
+92% +$85.8K ﹤0.01% 1142
2021
Q3 		$93K Buy
1,695
+920
+119% +$50.6K ﹤0.01% 1222
2021
Q2 		$43K Sell
775
-1,024
-57% -$56.4K ﹤0.01% 1541
2021
Q1 		$99K Buy
+1,799
New +$98.2K ﹤0.01% 1408

Other funds holding STPZ

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's STPZ Position: Q4 2024 in Review

Spire Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 200 shares — an estimated $10.6K sold.

Spire Wealth Management first reported a position in STPZ in Q1 2021 and held it in 15 quarters. The position peaked at $212K in Q4 2023. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

  • Spire Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 200 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $10.6K.
  • Spire Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $212K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.