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First National Trust’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

First National Trust’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 		– Sell
-6,949
Closed -$209K – 290
2020
Q2 		$209K Buy
+6,949
New +$207K 0.02% 274

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First National Trust's SPIP Position: Q3 2020 in Review

First National Trust sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2020, closing a stake of 6,949 shares — an estimated $209K sold.

First National Trust first reported a position in SPIP in Q2 2020 and held it in 1 quarter. The position peaked at $209K in Q2 2020. 185 funds tracked by Wall St. Rank hold SPIP as of Q3 2020.

  • First National Trust reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • First National Trust sold 6,949 State Street SPDR Portfolio TIPS ETF shares in Q3 2020, an estimated $209K.
  • First National Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 1 quarter.
  • First National Trust's State Street SPDR Portfolio TIPS ETF position peaked at $209K in Q2 2020.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2020.

Based on First National Trust's 13F filing for Q3 2020, filed 4 Nov 2020.