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

American Portfolios Advisors’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 		$1.23M Sell
48,618
-1,640
-3% -$44.9K 0.05% 365
2022
Q2 		$1.38M Buy
50,258
+484
+1% +$13.9K 0.06% 332
2022
Q1 		$1.51M Buy
49,774
+8,598
+21% +$263K 0.05% 359
2021
Q4 		$1.3M Buy
41,176
+24,550
+148% +$771K 0.04% 404
2021
Q3 		$517K Buy
16,626
+1,074
+7% +$33.7K 0.02% 686
2021
Q2 		$484K Buy
15,552
+459
+3% +$14.2K 0.02% 726
2021
Q1 		$461K Buy
15,093
+1,192
+9% +$36.7K 0.02% 683
2020
Q4 		$433K Buy
13,901
+2,556
+23% +$78.6K 0.02% 609
2020
Q3 		$350K Sell
11,345
-1,252
-10% -$38.5K 0.02% 595
2020
Q2 		$380K Buy
12,597
+7,643
+154% +$228K 0.02% 535
2020
Q1 		$144K Hold
4,954
– – 0.01% 761
2019
Q4 		$141K Hold
4,954
– – 0.01% 887
2019
Q3 		$141K Hold
4,954
– – 0.01% 838
2019
Q2 		$140K Hold
4,954
– – 0.01% 849
2019
Q1 		$138K Sell
4,954
-234
-5% -$6.39K 0.01% 756
2018
Q4 		$140K Buy
5,188
+648
+14% +$17.4K 0.02% 631
2018
Q3 		$124K Sell
4,540
-170
-4% -$4.67K 0.01% 749
2018
Q2 		$131K Hold
4,710
– – 0.02% 713
2018
Q1 		$131K Hold
4,710
– – 0.02% 665
2017
Q4 		$132K Buy
+4,710
New +$133K 0.02% 642

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 $21.8B AUM 28.57% 1-Year Est. Return

American Portfolios Advisors's SPIP Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 3.3% in Q3 2022, selling an estimated $44.9K and leaving 48,618 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #365.

American Portfolios Advisors first reported a position in SPIP in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.51M in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

  • American Portfolios Advisors held 48,618 shares of State Street SPDR Portfolio TIPS ETF worth $1.23M as of Q3 2022.
  • American Portfolios Advisors sold 1,640 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $44.9K.
  • State Street SPDR Portfolio TIPS ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #365 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.51M in Q1 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.