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

First Trust 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	-65,807	Closed	-$1.81M	–	2599
2022 Q2	$1.81M	Sell	65,807 -2,099	-3%	-$60.3K	﹤0.01%	1763
2022 Q1	$2.06M	Sell	67,906 -6,530	-9%	-$200K	﹤0.01%	1765
2021 Q4	$2.35M	Buy	+74,436	New	+$2.34M	﹤0.01%	1723
2020 Q2	–	Sell	-50,806	Closed	-$1.48M	–	2454
2020 Q1	$1.48M	Buy	+50,806	New	+$1.47M	﹤0.01%	1429

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

First Trust Advisors's SPIP Position: Q3 2022 in Review

First Trust Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 65,807 shares — an estimated $1.81M sold.

First Trust Advisors first reported a position in SPIP in Q1 2020 and held it in 4 quarters. The position peaked at $2.35M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

First Trust Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
First Trust Advisors sold 65,807 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $1.81M.
First Trust Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 4 quarters.
First Trust Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $2.35M in Q4 2021.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on First Trust Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.