Avantax Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Avantax Advisory Services’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
2024 Q2	–	Sell	-8,413	Closed	-$216K	–	2132
2024 Q1	$216K	Sell	8,413 -6,248	-43%	-$160K	﹤0.01%	1504
2023 Q4	$375K	Sell	14,661 -295	-2%	-$7.38K	﹤0.01%	1121
2023 Q3	$372K	Sell	14,956 -26,914	-64%	-$683K	﹤0.01%	1075
2023 Q2	$1.08M	Sell	41,870 -17,351	-29%	-$454K	0.01%	654
2023 Q1	$1.58M	Sell	59,221 -8,593	-13%	-$225K	0.02%	511
2022 Q4	$1.75M	Sell	67,814 -27,181	-29%	-$701K	0.02%	459
2022 Q3	$2.41M	Sell	94,995 -16,751	-15%	-$459K	0.04%	342
2022 Q2	$3.08M	Sell	111,746 -11,284	-9%	-$324K	0.05%	289
2022 Q1	$3.72M	Buy	123,030 +75,627	+160%	+$2.31M	0.05%	259
2021 Q4	$1.49M	Buy	47,403 +13,801	+41%	+$434K	0.02%	419
2021 Q3	$1.05M	Buy	33,602 +18,061	+116%	+$567K	0.02%	474
2021 Q2	$484K	Buy	+15,541	New	+$480K	0.01%	718
2020 Q4	–	Sell	-8,575	Closed	-$265K	–	1308
2020 Q3	$265K	Buy	+8,575	New	+$264K	﹤0.01%	1086

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PFA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Avantax Advisory Services's SPIP Position: Q2 2024 in Review

Avantax Advisory Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 8,413 shares — an estimated $216K sold.

Avantax Advisory Services first reported a position in SPIP in Q3 2020 and held it in 13 quarters. The position peaked at $3.72M in Q1 2022. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Avantax Advisory Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 8,413 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $216K.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 13 quarters.
Avantax Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $3.72M in Q1 2022.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.