Ausdal Financial Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ausdal Financial Partners’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	–	Sell	-10,028	Closed	-$276K	–	473
2022 Q2	$276K	Sell	10,028 -1,590	-14%	-$45.7K	0.04%	357
2022 Q1	$352K	Buy	11,618 +3,331	+40%	+$102K	0.05%	340
2021 Q4	$261K	Sell	8,287 -768	-8%	-$24.1K	0.03%	408
2021 Q3	$282K	Buy	9,055 +2,442	+37%	+$76.7K	0.04%	373
2021 Q2	$206K	Sell	6,613 -1,883	-22%	-$58.2K	0.03%	430
2021 Q1	$260K	Sell	8,496 -2,026	-19%	-$62.4K	0.04%	366
2020 Q4	$328K	Sell	10,522 -13,360	-56%	-$411K	0.06%	295
2020 Q3	$737K	Buy	+23,882	New	+$734K	0.18%	148

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ausdal Financial Partners's SPIP Position: Q3 2022 in Review

Ausdal Financial Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 10,028 shares — an estimated $276K sold.

Ausdal Financial Partners first reported a position in SPIP in Q3 2020 and held it in 8 quarters. The position peaked at $737K in Q3 2020. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Ausdal Financial Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Ausdal Financial Partners sold 10,028 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $276K.
Ausdal Financial Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 8 quarters.
Ausdal Financial Partners's State Street SPDR Portfolio TIPS ETF position peaked at $737K in Q3 2020.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.