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

Advisors Preferred’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 Q2	–	Sell	-13,919	Closed	-$417K	–	188
2022 Q1	$417K	Sell	13,919 -213	-2%	-$6.51K	0.03%	105
2021 Q4	$442K	Hold	14,132	–	–	0.04%	94
2021 Q3	$440K	Buy	+14,132	New	+$444K	0.06%	78
2020 Q3	–	Sell	-4,647	Closed	-$140K	–	163
2020 Q2	$140K	Buy	+4,647	New	+$138K	0.04%	100

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisors Preferred's SPIP Position: Q2 2022 in Review

Advisors Preferred sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 13,919 shares — an estimated $417K sold.

Advisors Preferred first reported a position in SPIP in Q2 2020 and held it in 4 quarters. The position peaked at $442K in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Advisors Preferred reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Advisors Preferred sold 13,919 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $417K.
Advisors Preferred first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 4 quarters.
Advisors Preferred's State Street SPDR Portfolio TIPS ETF position peaked at $442K in Q4 2021.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Advisors Preferred's 13F filing for Q2 2022, filed 11 Aug 2022.