AIA
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Arrow Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Arrow Investment 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
2021
Q2 		– Sell
-13,510
Closed -$413K – 108
2021
Q1 		$413K Sell
13,510
-2,682
-17% -$82.7K 0.28% 22
2020
Q4 		$505K Sell
16,192
-1,893
-10% -$58.2K 0.36% 23
2020
Q3 		$558K Sell
18,085
-2,801
-13% -$86.1K 0.37% 19
2020
Q2 		$630K Buy
+20,886
New +$622K 0.42% 19

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Arrow Investment Advisors's SPIP Position: Q2 2021 in Review

Arrow Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2021, closing a stake of 13,510 shares — an estimated $413K sold.

Arrow Investment Advisors first reported a position in SPIP in Q2 2020 and held it in 4 quarters. The position peaked at $630K in Q2 2020. 242 funds tracked by Wall St. Rank hold SPIP as of Q2 2021.

  • Arrow Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Arrow Investment Advisors sold 13,510 State Street SPDR Portfolio TIPS ETF shares in Q2 2021, an estimated $413K.
  • Arrow Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 4 quarters.
  • Arrow Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $630K in Q2 2020.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2021.

Based on Arrow Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.