Atria Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Atria Investments’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 Q4	–	Sell	-142,060	Closed	-$4.38M	–	697
2020 Q3	$4.38M	Buy	+142,060	New	+$4.37M	0.13%	177
2020 Q1	–	Sell	-8,472	Closed	-$242K	–	1105
2019 Q4	$242K	Buy	+8,472	New	+$241K	0.01%	1060
2019 Q3	–	Sell	-7,694	Closed	-$221K	–	959
2019 Q2	$221K	Buy	+7,694	New	+$215K	0.01%	873
2018 Q4	–	Sell	-26,480	Closed	-$721K	–	999
2018 Q3	$721K	Buy	26,480 +2,082	+9%	+$57.2K	0.03%	486
2018 Q2	$677K	Buy	+24,398	New	+$673K	0.03%	478
2017 Q1	–	Sell	-14,626	Closed	-$411K	–	716
2016 Q4	$411K	Buy	+14,626	New	+$416K	0.03%	387

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Atria Investments's SPIP Position: Q4 2020 in Review

Atria Investments sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2020, closing a stake of 142,060 shares — an estimated $4.38M sold.

Atria Investments first reported a position in SPIP in Q4 2016 and held it in 6 quarters. The position peaked at $4.38M in Q3 2020. 201 funds tracked by Wall St. Rank hold SPIP as of Q4 2020.

Atria Investments reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2020 after selling out during the quarter.
Atria Investments sold 142,060 State Street SPDR Portfolio TIPS ETF shares in Q4 2020, an estimated $4.38M.
Atria Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2016 and held it in 6 quarters.
Atria Investments's State Street SPDR Portfolio TIPS ETF position peaked at $4.38M in Q3 2020.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2020.

Based on Atria Investments's 13F filing for Q4 2020, filed 12 Feb 2021.