VisionPoint Advisory Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-723	Closed	-$18.4K	–	699
2024 Q2	$18.4K	Hold	723	–	–	0.01%	403
2024 Q1	$18.5K	Hold	723	–	–	0.01%	389
2023 Q4	$18.5K	Hold	723	–	–	0.01%	362
2023 Q3	$18K	Hold	723	–	–	0.01%	387
2023 Q2	$18.7K	Buy	+723	New	+$18.9K	0.01%	292
2022 Q2	–	Sell	-11,093	Closed	-$317K	–	118
2022 Q1	$317K	Sell	11,093 -414	-4%	-$12.7K	0.15%	65
2021 Q4	$346K	Sell	11,507 -722	-6%	-$22.7K	0.15%	75
2021 Q3	$386K	Buy	+12,229	New	+$384K	0.17%	72

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's SPIP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 723 shares — an estimated $18.4K sold.

VisionPoint Advisory Group first reported a position in SPIP in Q3 2021 and held it in 8 quarters. The position peaked at $386K in Q3 2021. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

VisionPoint Advisory Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 723 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $18.4K.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and held it in 8 quarters.
VisionPoint Advisory Group's State Street SPDR Portfolio TIPS ETF position peaked at $386K in Q3 2021.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.