Vertex Planning Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Vertex Planning Partners’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	-9,901	Closed	-$253K	–	163
2023 Q4	$253K	Buy	9,901 +1,506	+18%	+$37.7K	0.08%	136
2023 Q3	$209K	Buy	+8,395	New	+$213K	0.07%	132

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

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 $70.8B 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

Vertex Planning Partners's SPIP Position: Q1 2024 in Review

Vertex Planning Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 9,901 shares — an estimated $253K sold.

Vertex Planning Partners first reported a position in SPIP in Q3 2023 and held it in 2 quarters. The position peaked at $253K in Q4 2023. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

Vertex Planning Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
Vertex Planning Partners sold 9,901 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $253K.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and held it in 2 quarters.
Vertex Planning Partners's State Street SPDR Portfolio TIPS ETF position peaked at $253K in Q4 2023.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Vertex Planning Partners's 13F filing for Q1 2024, filed 13 May 2024.