WWM
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Western Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Western 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
2024
Q3 		– Sell
-8,122
Closed -$206K – 766
2024
Q2 		$206K Sell
8,122
-3,119
-28% -$79K 0.02% 626
2024
Q1 		$288K Sell
11,241
-7,622
-40% -$195K 0.02% 521
2023
Q4 		$482K Sell
18,863
-357
-2% -$8.93K 0.03% 423
2023
Q3 		$477K Sell
19,220
-6,949
-27% -$176K 0.04% 398
2023
Q2 		$676K Buy
26,169
+5
+0% +$131 0.06% 313
2023
Q1 		$698K Sell
26,164
-1,193
-4% -$31.2K 0.06% 295
2022
Q4 		$705K Sell
27,357
-28,727
-51% -$741K 0.07% 285
2022
Q3 		$1.42M Sell
56,084
-820
-1% -$22.5K 0.08% 240
2022
Q2 		$1.57M Buy
56,904
+745
+1% +$21.4K 0.09% 223
2022
Q1 		$1.7M Buy
56,159
+26,881
+92% +$822K 0.08% 225
2021
Q4 		$921K Buy
+29,278
New +$920K 0.09% 207
2021
Q2 		$736K Hold
23,647
– – 0.08% 272
2021
Q1 		$722K Buy
23,647
+16,697
+240% +$515K 0.1% 212
2020
Q4 		$217K Sell
6,950
-25,315
-78% -$778K 0.03% 429
2020
Q3 		$996K Buy
32,265
+19,959
+162% +$614K 0.16% 143
2020
Q2 		$371K Buy
+12,306
New +$366K 0.07% 272

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

Western Wealth Management's SPIP Position: Q3 2024 in Review

Western Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2024, closing a stake of 8,122 shares — an estimated $206K sold.

Western Wealth Management first reported a position in SPIP in Q2 2020 and held it in 16 quarters. The position peaked at $1.7M in Q1 2022. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2024.

  • Western Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Western Wealth Management sold 8,122 State Street SPDR Portfolio TIPS ETF shares in Q3 2024, an estimated $206K.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 16 quarters.
  • Western Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.7M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.