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FDx Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

FDx Advisors’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
2017
Q3 		– Sell
-26,288
Closed -$738K – 1296
2017
Q2 		$738K Sell
26,288
-3,972
-13% -$112K 0.02% 621
2017
Q1 		$862K Buy
30,260
+4,670
+18% +$132K 0.03% 573
2016
Q4 		$719K Buy
+25,590
New +$728K 0.02% 631

Other funds holding SPIP

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FDx Advisors's SPIP Position: Q3 2017 in Review

FDx Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2017, closing a stake of 26,288 shares — an estimated $738K sold.

FDx Advisors first reported a position in SPIP in Q4 2016 and held it in 3 quarters. The position peaked at $862K in Q1 2017. 69 funds tracked by Wall St. Rank hold SPIP as of Q3 2017.

  • FDx Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 26,288 State Street SPDR Portfolio TIPS ETF shares in Q3 2017, an estimated $738K.
  • FDx Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2016 and held it in 3 quarters.
  • FDx Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $862K in Q1 2017.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.