First Heartland Consultants’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

First Heartland Consultants’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	-8,741	Closed	-$275	–	410
2021 Q4	$275	Buy	+8,741	New	+$275K	0.01%	291
2021 Q3	–	Sell	-71,322	Closed	-$2.22M	–	414
2021 Q2	$2.22M	Sell	71,322 -7,565	-10%	-$234K	0.34%	84
2021 Q1	$2.41M	Sell	78,887 -7,391	-9%	-$228K	0.38%	69
2020 Q4	$2.69M	Sell	86,278 -189,972	-69%	-$5.84M	0.45%	51
2020 Q3	$8.53M	Buy	+276,250	New	+$8.49M	1.62%	14
2020 Q1	–	Sell	-12,296	Closed	-$351K	–	303
2019 Q4	$351K	Sell	12,296 -3,955	-24%	-$113K	0.07%	212
2019 Q3	$463K	Buy	+16,251	New	+$463K	0.1%	168
2013 Q4	–	Sell	-116,560	Closed	-$3.25M	–	236
2013 Q3	$3.25M	Sell	116,560 -4,844	-4%	-$134K	1.96%	7
2013 Q2	$3.37M	Buy	+121,404	New	+$3.58M	1.96%	7

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

First Heartland Consultants's SPIP Position: Q1 2022 in Review

First Heartland Consultants sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 8,741 shares — an estimated $275 sold.

First Heartland Consultants first reported a position in SPIP in Q2 2013 and held it in 9 quarters. The position peaked at $8.53M in Q3 2020. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

First Heartland Consultants reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 8,741 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $275.
First Heartland Consultants first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 9 quarters.
First Heartland Consultants's State Street SPDR Portfolio TIPS ETF position peaked at $8.53M in Q3 2020.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.