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

Emerson Wealth’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
2021 Q1	–	Sell	-20,321	Closed	-$633K	–	39
2020 Q4	$633K	Hold	20,321	–	–	0.37%	14
2020 Q3	$627K	Hold	20,321	–	–	0.42%	14
2020 Q2	$612K	Sell	20,321 -461	-2%	-$13.7K	0.43%	14
2020 Q1	$604K	Sell	20,782 -1,146	-5%	-$33.1K	0.54%	15
2019 Q4	$626K	Hold	21,928	–	–	0.42%	14
2019 Q3	$625K	Hold	21,928	–	–	0.46%	14
2019 Q2	$620K	Hold	21,928	–	–	0.46%	15
2019 Q1	$610K	Sell	21,928 -7,878	-26%	-$215K	0.47%	15
2018 Q4	$803K	Buy	+29,806	New	+$801K	0.77%	13

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

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

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

PFA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Emerson Wealth's SPIP Position: Q1 2021 in Review

Emerson Wealth sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2021, closing a stake of 20,321 shares — an estimated $633K sold.

Emerson Wealth first reported a position in SPIP in Q4 2018 and held it in 9 quarters. The position peaked at $803K in Q4 2018. 216 funds tracked by Wall St. Rank hold SPIP as of Q1 2021.

Emerson Wealth reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2021 after selling out during the quarter.
Emerson Wealth sold 20,321 State Street SPDR Portfolio TIPS ETF shares in Q1 2021, an estimated $633K.
Emerson Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 9 quarters.
Emerson Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $803K in Q4 2018.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2021.

Based on Emerson Wealth's 13F filing for Q1 2021, filed 22 Apr 2021.