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

Advisor 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
2019
Q4 		$1.05M Buy
36,880
+3,133
+9% +$89.3K 0.01% 1158
2019
Q3 		$962K Buy
33,747
+2,935
+10% +$83.5K 0.01% 1162
2019
Q2 		$873K Buy
30,812
+12,336
+67% +$344K 0.01% 1213
2019
Q1 		$514K Sell
18,476
-2,734
-13% -$74.7K ﹤0.01% 1568
2018
Q4 		$571K Buy
21,210
+11,838
+126% +$318K 0.01% 1310
2018
Q3 		$255K Buy
9,372
+3,704
+65% +$102K ﹤0.01% 1974
2018
Q2 		$157K Sell
5,668
-448
-7% -$12.4K ﹤0.01% 2168
2018
Q1 		$171K Sell
6,116
-418
-6% -$11.6K ﹤0.01% 2092
2017
Q4 		$184K Sell
6,534
-2,206
-25% -$62.2K ﹤0.01% 2064
2017
Q3 		$246K Buy
8,740
+846
+11% +$23.9K ﹤0.01% 1694
2017
Q2 		$222K Sell
7,894
-400
-5% -$11.3K ﹤0.01% 1708
2017
Q1 		$237K Buy
8,294
+804
+11% +$22.8K ﹤0.01% 1528
2016
Q4 		$211K Buy
7,490
+3,838
+105% +$109K ﹤0.01% 1505
2016
Q3 		$106K Sell
3,652
-1,040
-22% -$30.1K ﹤0.01% 1963
2016
Q2 		$134K Buy
+4,692
New +$134K ﹤0.01% 1723

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Advisor Group's SPIP Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 9.3% in Q4 2019, buying an estimated $89.3K and bringing the position to 36,880 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1158.

Advisor Group first reported a position in SPIP in Q2 2016 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold SPIP as of Q4 2019.

  • Advisor Group held 36,880 shares of State Street SPDR Portfolio TIPS ETF worth $1.05M as of Q4 2019.
  • Advisor Group bought 3,133 State Street SPDR Portfolio TIPS ETF shares in Q4 2019, an estimated $89.3K.
  • State Street SPDR Portfolio TIPS ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1158 holding.
  • Advisor Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2016 and has held it in 15 quarters since.
  • 165 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.