Advisory Alpha’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Advisory Alpha’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
2018 Q4	–	Sell	-335,054	Closed	-$9.02M	–	158
2018 Q3	$9.02M	Sell	335,054 -70,314	-17%	-$1.93M	2.29%	14
2018 Q2	$11.1M	Buy	405,368 +16,436	+4%	+$454K	2.79%	11
2018 Q1	$10.7M	Buy	388,932 +40,220	+12%	+$1.12M	3.71%	6
2017 Q4	$9.71M	Buy	+348,712	New	+$9.84M	3.15%	8

Other funds holding SPIP

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Advisory Alpha's SPIP Position: Q4 2018 in Review

Advisory Alpha sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2018, closing a stake of 335,054 shares — an estimated $9.02M sold.

Advisory Alpha first reported a position in SPIP in Q4 2017 and held it in 4 quarters. The position peaked at $11.1M in Q2 2018. 132 funds tracked by Wall St. Rank hold SPIP as of Q4 2018.

Advisory Alpha reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2018 after selling out during the quarter.
Advisory Alpha sold 335,054 State Street SPDR Portfolio TIPS ETF shares in Q4 2018, an estimated $9.02M.
Advisory Alpha first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 4 quarters.
Advisory Alpha's State Street SPDR Portfolio TIPS ETF position peaked at $11.1M in Q2 2018.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2018.

Based on Advisory Alpha's 13F filing for Q4 2018, filed 13 Feb 2019.