Affinity Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Affinity Wealth Management’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
2020 Q1	–	Sell	-7,284	Closed	-$208K	–	101
2019 Q4	$208K	Sell	7,284 -775	-10%	-$22.1K	0.08%	100
2019 Q3	$230K	Sell	8,059 -541	-6%	-$15.4K	0.09%	86
2019 Q2	$243K	Sell	8,600 -24	-0.3%	-$669	0.1%	88
2019 Q1	$240K	Buy	8,624 +408	+5%	+$11.1K	0.1%	92
2018 Q4	$221K	Buy	+8,216	New	+$221K	0.13%	89

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

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

PFA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

Affinity Wealth Management's SPIP Position: Q1 2020 in Review

Affinity Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 7,284 shares — an estimated $208K sold.

Affinity Wealth Management first reported a position in SPIP in Q4 2018 and held it in 5 quarters. The position peaked at $243K in Q2 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

Affinity Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
Affinity Wealth Management sold 7,284 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $208K.
Affinity Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 5 quarters.
Affinity Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $243K in Q2 2019.
163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.