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Financial Advocates Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-9,872
Closed -$250K – 859
2022
Q3 		$250K Buy
9,872
+569
+6% +$15.6K 0.02% 602
2022
Q2 		$256K Sell
9,303
-357
-4% -$10.3K 0.02% 553
2022
Q1 		$292K Sell
9,660
-2,742
-22% -$83.9K 0.02% 587
2021
Q4 		$391K Buy
12,402
+651
+6% +$20.4K 0.02% 555
2021
Q3 		$365K Buy
11,751
+719
+7% +$22.6K 0.02% 557
2021
Q2 		$344K Sell
11,032
-11,391
-51% -$352K 0.02% 573
2021
Q1 		$789K Sell
22,423
-621,523
-97% -$19.2M 0.06% 376
2020
Q4 		$20.2M Buy
+643,946
New +$19.8M 1.38% 10
2019
Q1 		– Sell
-40,930
Closed -$1.1M – 469
2018
Q4 		$1.1M Sell
40,930
-108
-0.3% -$2.9K 0.15% 153
2018
Q3 		$1.12M Buy
41,038
+3,350
+9% +$92.1K 0.12% 176
2018
Q2 		$1.04M Buy
37,688
+494
+1% +$13.6K 0.13% 169
2018
Q1 		$1.04M Buy
37,194
+7,494
+25% +$208K 0.13% 156
2017
Q4 		$835K Buy
+29,700
New +$838K 0.11% 187

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's SPIP Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 9,872 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in SPIP in Q4 2017 and held it in 13 quarters. The position peaked at $20.2M in Q4 2020. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,872 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 13 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $20.2M in Q4 2020.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.