First Allied Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

First Allied Advisory Services’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
2020 Q3	$2.61M	Buy	84,544 +3,405	+4%	+$105K	0.09%	237
2020 Q2	$2.45M	Sell	81,139 -5,446	-6%	-$162K	0.09%	232
2020 Q1	$2.51M	Buy	86,585 +1,445	+2%	+$41.7K	0.11%	202
2019 Q4	$2.44M	Buy	85,140 +5,367	+7%	+$153K	0.08%	270
2019 Q3	$2.28M	Buy	79,773 +3,081	+4%	+$87.7K	0.08%	269
2019 Q2	$2.17M	Buy	76,692 +3,632	+5%	+$101K	0.08%	284
2019 Q1	$2.03M	Buy	73,060 +2,288	+3%	+$62.5K	0.07%	293
2018 Q4	$1.91M	Buy	70,772 +7,848	+12%	+$211K	0.08%	279
2018 Q3	$1.71M	Buy	62,924 +8,512	+16%	+$234K	0.06%	330
2018 Q2	$1.51M	Buy	54,412 +4,186	+8%	+$116K	0.06%	340
2018 Q1	$1.4M	Buy	50,226 +3,234	+7%	+$89.8K	0.05%	363
2017 Q4	$1.32M	Buy	46,992 +12,152	+35%	+$343K	0.05%	378
2017 Q3	$980K	Buy	34,840 +5,068	+17%	+$143K	0.04%	421
2017 Q2	$834K	Buy	+29,772	New	+$843K	0.04%	473
2017 Q1	–	Sell	-12,984	Closed	-$365K	–	1163
2016 Q4	$365K	Buy	+12,984	New	+$369K	0.02%	708
2016 Q2	–	Sell	-43,676	Closed	-$1.25M	–	1094
2016 Q1	$1.25M	Sell	43,676 -136	-0.3%	-$3.79K	0.07%	289
2015 Q4	$1.2M	Sell	43,812 -2,410	-5%	-$66.4K	0.06%	325
2015 Q3	$1.27M	Buy	46,222 +31,590	+216%	+$877K	0.07%	302
2015 Q2	$405K	Buy	14,632 +5,408	+59%	+$152K	0.02%	701
2015 Q1	$264K	Buy	9,224 +350	+4%	+$9.91K	0.02%	837
2014 Q4	$247K	Sell	8,874 -8	-0.1%	-$225	0.02%	846
2014 Q3	$247K	Sell	8,882 -1,030	-10%	-$29.3K	0.02%	818
2014 Q2	$282K	Buy	9,912 +2,560	+35%	+$72.4K	0.02%	739
2014 Q1	$203K	Sell	7,352 -332	-4%	-$9.21K	0.02%	883
2013 Q4	$208K	Sell	7,684 -82	-1%	-$2.27K	0.02%	805
2013 Q3	$215K	Sell	7,766 -130	-2%	-$3.6K	0.01%	854
2013 Q2	$219K	Buy	+7,896	New	+$233K	0.02%	803

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

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

PFA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

First Allied Advisory Services's SPIP Position: Q3 2020 in Review

First Allied Advisory Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.2% in Q3 2020, buying an estimated $105K and bringing the position to 84,544 shares worth $2.61M. The position accounts for 0.09% of the portfolio, ranked #237.

First Allied Advisory Services first reported a position in SPIP in Q2 2013 and has held it in 27 quarters since. 185 funds tracked by Wall St. Rank hold SPIP as of Q3 2020.

First Allied Advisory Services held 84,544 shares of State Street SPDR Portfolio TIPS ETF worth $2.61M as of Q3 2020.
First Allied Advisory Services bought 3,405 State Street SPDR Portfolio TIPS ETF shares in Q3 2020, an estimated $105K.
State Street SPDR Portfolio TIPS ETF made up 0.09% of First Allied Advisory Services's portfolio in Q3 2020, its #237 holding.
First Allied Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 27 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.