AF
SPIP icon

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

Advisornet Financial’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
-41
Closed -$1.02K – 2494
2023
Q3 		$1.02K Buy
+41
New +$1.04K ﹤0.01% 1794
2022
Q2 		– Sell
-270
Closed -$8K – 2127
2022
Q1 		$8K Hold
270
– – ﹤0.01% 1505
2021
Q4 		$9K Hold
270
– – ﹤0.01% 1529
2021
Q3 		$8K Hold
270
– – ﹤0.01% 1518
2021
Q2 		$8K Hold
270
– – ﹤0.01% 1479
2021
Q1 		$8K Hold
270
– – ﹤0.01% 1426
2020
Q4 		$8K Sell
270
-27,860
-99% -$857K ﹤0.01% 1349
2020
Q3 		$868K Sell
28,130
-13,825
-33% -$425K 0.07% 236
2020
Q2 		$1.26M Sell
41,955
-520
-1% -$15.5K 0.1% 181
2020
Q1 		$1.23M Sell
42,475
-137
-0.3% -$3.96K 0.11% 163
2019
Q4 		$1.22M Sell
42,612
-646
-1% -$18.4K 0.1% 184
2019
Q3 		$1.23M Buy
43,258
+1,284
+3% +$36.6K 0.11% 173
2019
Q2 		$1.19M Buy
41,974
+706
+2% +$19.7K 0.13% 159
2019
Q1 		$1.15M Sell
41,268
-15,368
-27% -$420K 0.14% 158
2018
Q4 		$1.53M Buy
56,636
+800
+1% +$21.5K 0.21% 103
2018
Q3 		$1.52M Sell
55,836
-22,762
-29% -$626K 0.19% 106
2018
Q2 		$2.18M Buy
78,598
+22,316
+40% +$616K 0.3% 71
2018
Q1 		$1.57M Buy
56,282
+55,942
+16,454% +$1.55M 0.22% 96
2017
Q4 		$10K Buy
+340
New +$9.59K ﹤0.01% 1007

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
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
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
Cerity Partners
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

Advisornet Financial's SPIP Position: Q4 2023 in Review

Advisornet Financial sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2023, closing a stake of 41 shares — an estimated $1.02K sold.

Advisornet Financial first reported a position in SPIP in Q4 2017 and held it in 19 quarters. The position peaked at $2.18M in Q2 2018. 247 funds tracked by Wall St. Rank hold SPIP as of Q4 2023.

  • Advisornet Financial reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 41 State Street SPDR Portfolio TIPS ETF shares in Q4 2023, an estimated $1.02K.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's State Street SPDR Portfolio TIPS ETF position peaked at $2.18M in Q2 2018.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.