Tempus Wealth Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Tempus Wealth Planning’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 Q1	–	Sell	-57,320	Closed	-$1.47M	–	208
2023 Q4	$1.47M	Buy	57,320 +37,697	+192%	+$943K	0.64%	45
2023 Q3	$487K	Buy	19,623 +145	+0.7%	+$3.68K	0.24%	89
2023 Q2	$503K	Sell	19,478 -30,979	-61%	-$810K	0.23%	104
2023 Q1	$1.35M	Buy	50,457 +3,705	+8%	+$97K	0.66%	35
2022 Q4	$1.2M	Sell	46,752 -28,695	-38%	-$740K	0.73%	36
2022 Q3	$1.91M	Sell	75,447 -28	-0%	-$767	1.28%	14
2022 Q2	$2.08M	Sell	75,475 -94,871	-56%	-$2.73M	1.71%	11
2022 Q1	$5.16M	Sell	170,346 -12,518	-7%	-$383K	3.67%	5
2021 Q4	$5.76M	Sell	182,864 -496	-0.3%	-$15.6K	3.11%	6
2021 Q3	$5.7M	Buy	183,360 +20,719	+13%	+$651K	3.23%	6
2021 Q2	$5.07M	Buy	162,641 +60,301	+59%	+$1.86M	3.36%	5
2021 Q1	$3.13M	Buy	102,340 +21,287	+26%	+$656K	3.31%	5
2020 Q4	$2.53M	Sell	81,053 -344	-0.4%	-$10.6K	3.26%	7
2020 Q3	$2.51M	Buy	81,397 +3,724	+5%	+$114K	3.64%	7
2020 Q2	$2.34M	Buy	77,673 +1,293	+2%	+$38.5K	3.49%	7
2020 Q1	$2.22M	Sell	76,380 -1,576	-2%	-$45.5K	3.63%	7
2019 Q4	$2.23M	Buy	+77,956	New	+$2.22M	1.96%	12

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Tempus Wealth Planning's SPIP Position: Q1 2024 in Review

Tempus Wealth Planning sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 57,320 shares — an estimated $1.47M sold.

Tempus Wealth Planning first reported a position in SPIP in Q4 2019 and held it in 17 quarters. The position peaked at $5.76M in Q4 2021. 239 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Tempus Wealth Planning reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Tempus Wealth Planning sold 57,320 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $1.47M.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 17 quarters.
Tempus Wealth Planning's State Street SPDR Portfolio TIPS ETF position peaked at $5.76M in Q4 2021.
239 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.