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

Advisor Resource Council’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 		– Sell
-32,362
Closed -$890K – 448
2022
Q2 		$890K Buy
+32,362
New +$930K 0.08% 205
2022
Q1 		– Sell
-36,885
Closed -$1.16M – 488
2021
Q4 		$1.16M Buy
+36,885
New +$1.16M 0.09% 216

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 $21.3B AUM 22.13% 1-Year Est. Return

Advisor Resource Council's SPIP Position: Q3 2022 in Review

Advisor Resource Council sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 32,362 shares — an estimated $890K sold.

Advisor Resource Council first reported a position in SPIP in Q4 2021 and held it in 2 quarters. The position peaked at $1.16M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

  • Advisor Resource Council reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 32,362 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $890K.
  • Advisor Resource Council first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Advisor Resource Council's State Street SPDR Portfolio TIPS ETF position peaked at $1.16M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.