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Wipfli Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$217K Sell
8,561
-6,903
-45% -$189K 0.02% 422
2022
Q2 		$426K Buy
15,464
+5,963
+63% +$171K 0.05% 60
2022
Q1 		$288K Buy
+9,501
New +$291K 0.03% 81

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wipfli Financial Advisors's SPIP Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 45% in Q3 2022, selling an estimated $189K and leaving 8,561 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #422.

Wipfli Financial Advisors first reported a position in SPIP in Q1 2022 and has held it in 3 quarters since. The position peaked at $426K in Q2 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

  • Wipfli Financial Advisors held 8,561 shares of State Street SPDR Portfolio TIPS ETF worth $217K as of Q3 2022.
  • Wipfli Financial Advisors sold 6,903 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $189K.
  • State Street SPDR Portfolio TIPS ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #422 holding.
  • Wipfli Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $426K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.