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Destination Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-1,296
Closed -$37K – 446
2019
Q2 		$37K Buy
+1,296
New +$36.1K ﹤0.01% 313

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's SPIP Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2019, closing a stake of 1,296 shares — an estimated $37K sold.

Destination Wealth Management first reported a position in SPIP in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 135 funds tracked by Wall St. Rank hold SPIP as of Q3 2019.

  • Destination Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,296 State Street SPDR Portfolio TIPS ETF shares in Q3 2019, an estimated $37K.
  • Destination Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $37K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.