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West Wealth Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

West Wealth 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
-44,449
Closed -$1.13M – 89
2024
Q2 		$1.13M Sell
44,449
-61
-0.1% -$1.54K 0.4% 30
2024
Q1 		$1.14M Buy
+44,510
New +$1.14M 0.42% 32

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Wealth Group's SPIP Position: Q3 2024 in Review

West Wealth Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 44,449 shares — an estimated $1.13M sold.

West Wealth Group first reported a position in SPIP in Q1 2024 and held it in 2 quarters. The position peaked at $1.14M in Q1 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • West Wealth Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • West Wealth Group sold 44,449 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $1.13M.
  • West Wealth Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2024 and held it in 2 quarters.
  • West Wealth Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.14M in Q1 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on West Wealth Group's 13F filing for Q3 2024, filed 23 Oct 2024.