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

FinTrust Capital 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
2022 Q3	–	Sell	-382	Closed	-$11K	–	1271
2022 Q2	$11K	Hold	382	–	–	﹤0.01%	867
2022 Q1	$12K	Sell	382 -18	-5%	-$550	﹤0.01%	900
2021 Q4	$13K	Hold	400	–	–	﹤0.01%	867
2021 Q3	$12K	Hold	400	–	–	﹤0.01%	880
2021 Q2	$12K	Sell	400 -200	-33%	-$6.18K	﹤0.01%	893
2021 Q1	$18K	Hold	600	–	–	0.01%	748
2020 Q4	$19K	Hold	600	–	–	0.01%	696
2020 Q3	$19	Hold	600	–	–	﹤0.01%	665
2020 Q2	$18K	Hold	600	–	–	0.01%	645
2020 Q1	$17K	Hold	600	–	–	0.01%	665
2019 Q4	$17K	Sell	600 -260	-30%	-$7.41K	0.01%	672
2019 Q3	$25K	Hold	860	–	–	0.01%	611
2019 Q2	$24K	Hold	860	–	–	0.01%	565
2019 Q1	$24K	Hold	860	–	–	0.01%	561
2018 Q4	$23K	Buy	+860	New	+$23.1K	0.01%	564

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FinTrust Capital Advisors's SPIP Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 382 shares — an estimated $11K sold.

FinTrust Capital Advisors first reported a position in SPIP in Q4 2018 and held it in 15 quarters. The position peaked at $25K in Q3 2019. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

FinTrust Capital Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 382 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $11K.
FinTrust Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 15 quarters.
FinTrust Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $25K in Q3 2019.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.