Aveo Capital Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Aveo Capital 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 Q2	–	Sell	-16,744	Closed	-$507K	–	297
2022 Q1	$507K	Sell	16,744 -136,665	-89%	-$4.18M	0.09%	176
2021 Q4	$4.83M	Sell	153,409 -156	-0.1%	-$4.9K	0.87%	26
2021 Q3	$4.78M	Buy	153,565 +140,363	+1,063%	+$4.41M	1%	22
2021 Q2	$411K	Buy	13,202 +1,084	+9%	+$33.5K	0.09%	179
2021 Q1	$370K	Buy	+12,118	New	+$373K	0.09%	168
2020 Q4	–	Sell	-9,774	Closed	-$302K	–	154
2020 Q3	$302K	Buy	+9,774	New	+$300K	0.11%	151
2020 Q2	–	Sell	-21,534	Closed	-$625K	–	135
2020 Q1	$625K	Sell	21,534 -107,127	-83%	-$3.09M	0.3%	71
2019 Q4	$3.67M	Buy	128,661 +108,318	+532%	+$3.09M	1.45%	11
2019 Q3	$579K	Buy	20,343 +1,399	+7%	+$39.8K	0.24%	89
2019 Q2	$535K	Buy	+18,944	New	+$528K	0.23%	95

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aveo Capital Partners's SPIP Position: Q2 2022 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 16,744 shares — an estimated $507K sold.

Aveo Capital Partners first reported a position in SPIP in Q2 2019 and held it in 10 quarters. The position peaked at $4.83M in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Aveo Capital Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Aveo Capital Partners sold 16,744 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $507K.
Aveo Capital Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2019 and held it in 10 quarters.
Aveo Capital Partners's State Street SPDR Portfolio TIPS ETF position peaked at $4.83M in Q4 2021.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.