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Avantax Planning Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-106
Closed -$3K – 1058
2018
Q3 		$3K Buy
+106
New +$2.91K ﹤0.01% 1273
2018
Q2 		– Sell
-106
Closed -$3K – 1296
2018
Q1 		$3K Buy
+106
New +$2.94K ﹤0.01% 1535

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Avantax Planning Partners's SPIP Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2018, closing a stake of 106 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in SPIP in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 132 funds tracked by Wall St. Rank hold SPIP as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 106 State Street SPDR Portfolio TIPS ETF shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's State Street SPDR Portfolio TIPS ETF position peaked at $3K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.