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

WealthShield 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
2023 Q2	–	Sell	-3,739	Closed	-$99.7K	–	503
2023 Q1	$99.7K	Buy	+3,739	New	+$97.9K	0.02%	339
2021 Q1	–	Sell	-31,109	Closed	-$970K	–	1185
2020 Q4	$970K	Sell	31,109 -11,781	-27%	-$362K	0.18%	104
2020 Q3	$1.32M	Buy	+42,890	New	+$1.32M	0.46%	58

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CFS

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

WealthShield Partners's SPIP Position: Q2 2023 in Review

WealthShield Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 3,739 shares — an estimated $99.7K sold.

WealthShield Partners first reported a position in SPIP in Q3 2020 and held it in 3 quarters. The position peaked at $1.32M in Q3 2020. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

WealthShield Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 3,739 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $99.7K.
WealthShield Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 3 quarters.
WealthShield Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.32M in Q3 2020.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.