Wolff Wiese Magana’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-320	Closed	-$7.95K	–	830
2023 Q3	$7.95K	Hold	320	–	–	0.01%	372
2023 Q2	$8.27K	Hold	320	–	–	0.01%	375
2023 Q1	$8.54K	Buy	+320	New	+$8.38K	0.01%	373

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Wolff Wiese Magana's SPIP Position: Q4 2023 in Review

Wolff Wiese Magana sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 320 shares — an estimated $7.95K sold.

Wolff Wiese Magana first reported a position in SPIP in Q1 2023 and held it in 3 quarters. The position peaked at $8.54K in Q1 2023. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

Wolff Wiese Magana reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 320 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $7.95K.
Wolff Wiese Magana first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2023 and held it in 3 quarters.
Wolff Wiese Magana's State Street SPDR Portfolio TIPS ETF position peaked at $8.54K in Q1 2023.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.