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TWP
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
$3.45B 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
$376B 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
$70.5B AUM
21.68%
1-Year Est. Return
SMM
Stadion Money Management
Watkinsville, Georgia
$994M AUM
15.96%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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