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

Evoke 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
2020
Q3 		– Sell
-24
Closed -$1K – 1117
2020
Q2 		$1K Hold
24
– – ﹤0.01% 1025
2020
Q1 		$697 Buy
+24
New +$693 ﹤0.01% 982

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evoke Wealth's SPIP Position: Q3 2020 in Review

Evoke Wealth sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Evoke Wealth first reported a position in SPIP in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 185 funds tracked by Wall St. Rank hold SPIP as of Q3 2020.

  • Evoke Wealth reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 24 State Street SPDR Portfolio TIPS ETF shares in Q3 2020, an estimated $1K.
  • Evoke Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 2 quarters.
  • Evoke Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $1K in Q2 2020.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.