Total Clarity Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-1,100	Closed	-$30K	–	871
2022 Q2	$30K	Buy	+1,100	New	+$31.6K	0.02%	494
2022 Q1	–	Sell	-1,654	Closed	-$52K	–	806
2021 Q4	$52K	Buy	1,654 +800	+94%	+$25.1K	0.02%	395
2021 Q3	$27K	Buy	+854	New	+$26.8K	0.01%	503
2021 Q2	–	Sell	-45	Closed	-$1K	–	658
2021 Q1	$1K	Buy	+45	New	+$1.39K	﹤0.01%	808
2020 Q1	–	Sell	-250	Closed	-$7K	–	536
2019 Q4	$7K	Buy	+250	New	+$7.12K	0.01%	547

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Total Clarity Wealth Management's SPIP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 1,100 shares — an estimated $30K sold.

Total Clarity Wealth Management first reported a position in SPIP in Q4 2019 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,100 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $30K.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $52K in Q4 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.