Financial Consulate’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Financial Consulate’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 Q2	–	Sell	-17,872	Closed	-$498K	–	110
2019 Q1	$498K	Sell	17,872 -264	-1%	-$7.21K	0.23%	68
2018 Q4	$489K	Sell	18,136 -2,878	-14%	-$77.3K	0.29%	62
2018 Q3	$572K	Buy	21,014 +872	+4%	+$24K	0.33%	60
2018 Q2	$559K	Sell	20,142 -1,474	-7%	-$40.7K	0.28%	61
2018 Q1	$603K	Buy	+21,616	New	+$600K	0.32%	56

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

TAIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Financial Consulate's SPIP Position: Q2 2019 in Review

Financial Consulate sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 17,872 shares — an estimated $498K sold.

Financial Consulate first reported a position in SPIP in Q1 2018 and held it in 5 quarters. The position peaked at $603K in Q1 2018. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

Financial Consulate reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
Financial Consulate sold 17,872 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $498K.
Financial Consulate first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 5 quarters.
Financial Consulate's State Street SPDR Portfolio TIPS ETF position peaked at $603K in Q1 2018.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

Based on Financial Consulate's 13F filing for Q2 2019, filed 24 Jul 2019.