FEG
SPIP icon

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

Financial Enhancement Group’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
Q1 		– Sell
-251
Closed -$8K – 340
2021
Q4 		$8K Hold
251
– – ﹤0.01% 207
2021
Q3 		$8K Hold
251
– – ﹤0.01% 209
2021
Q2 		$8K Sell
251
-319
-56% -$9.85K ﹤0.01% 194
2021
Q1 		$17K Sell
570
-13,371
-96% -$412K ﹤0.01% 158
2020
Q4 		$435K Buy
13,941
+684
+5% +$21K 0.09% 81
2020
Q3 		$409K Sell
13,257
-599,956
-98% -$18.4M 0.09% 81
2020
Q2 		$18.5M Sell
613,213
-256,952
-30% -$7.65M 4.65% 4
2020
Q1 		$25.3M Sell
870,165
-19,150
-2% -$553K 7.51% 3
2019
Q4 		$25.4M Buy
889,315
+889,167
+600,789% +$25.3M 6.39% 2
2019
Q3 		$4K Sell
148
-36,698
-100% -$1.04M ﹤0.01% 235
2019
Q2 		$1.04M Sell
36,846
-679,244
-95% -$18.9M 0.31% 46
2019
Q1 		$19.9M Sell
716,090
-249,564
-26% -$6.82M 6.07% 2
2018
Q4 		$26.3M Buy
965,654
+880
+0.1% +$23.6K 8.27% 1
2018
Q3 		$26.3M Buy
964,774
+24,472
+3% +$673K 8.27% 1
2018
Q2 		$26.1M Buy
940,302
+56,140
+6% +$1.55M 8.99% 1
2018
Q1 		$24.6M Buy
884,162
+382,598
+76% +$10.6M 8.69% 1
2017
Q4 		$14.1M Buy
+501,564
New +$14.1M 5.25% 2

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 $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Enhancement Group's SPIP Position: Q1 2022 in Review

Financial Enhancement Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 251 shares — an estimated $8K sold.

Financial Enhancement Group first reported a position in SPIP in Q4 2017 and held it in 17 quarters. The position peaked at $26.3M in Q4 2018. 293 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

  • Financial Enhancement Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 251 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $8K.
  • Financial Enhancement Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 17 quarters.
  • Financial Enhancement Group's State Street SPDR Portfolio TIPS ETF position peaked at $26.3M in Q4 2018.
  • 293 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.