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

Brinker Capital 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 Q2	–	Sell	-92,034	Closed	-$2.67M	–	346
2020 Q1	$2.67M	Sell	92,034 -15,510	-14%	-$448K	0.12%	142
2019 Q4	$3.07M	Buy	107,544 +1,472	+1%	+$41.9K	0.1%	158
2019 Q3	$3.02M	Buy	106,072 +2,188	+2%	+$62.3K	0.1%	166
2019 Q2	$2.94M	Sell	103,884 -4,316	-4%	-$120K	0.09%	180
2019 Q1	$3.01M	Sell	108,200 -96,212	-47%	-$2.63M	0.1%	173
2018 Q4	$5.51M	Sell	204,412 -15,818	-7%	-$425K	0.19%	115
2018 Q3	$6M	Buy	220,230 +1,828	+0.8%	+$50.2K	0.19%	107
2018 Q2	$6.06M	Buy	218,402 +15,212	+7%	+$420K	0.19%	114
2018 Q1	$5.67M	Buy	+203,190	New	+$5.64M	0.18%	118
2017 Q4	–	Sell	-1,664	Closed	-$47K	–	590
2017 Q3	$47K	Buy	+1,664	New	+$47K	﹤0.01%	347

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brinker Capital Investments's SPIP Position: Q2 2020 in Review

Brinker Capital Investments sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2020, closing a stake of 92,034 shares — an estimated $2.67M sold.

Brinker Capital Investments first reported a position in SPIP in Q3 2017 and held it in 10 quarters. The position peaked at $6.06M in Q2 2018. 167 funds tracked by Wall St. Rank hold SPIP as of Q2 2020.

Brinker Capital Investments reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2020 after selling out during the quarter.
Brinker Capital Investments sold 92,034 State Street SPDR Portfolio TIPS ETF shares in Q2 2020, an estimated $2.67M.
Brinker Capital Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2017 and held it in 10 quarters.
Brinker Capital Investments's State Street SPDR Portfolio TIPS ETF position peaked at $6.06M in Q2 2018.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2020.

Based on Brinker Capital Investments's 13F filing for Q2 2020, filed 12 Aug 2020.