FormulaFolio Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

FormulaFolio Investments’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
2019 Q4	–	Sell	-34,750	Closed	-$991K	–	386
2019 Q3	$991K	Buy	+34,750	New	+$989K	0.04%	153

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PFA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

FormulaFolio Investments's SPIP Position: Q4 2019 in Review

FormulaFolio Investments sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2019, closing a stake of 34,750 shares — an estimated $991K sold.

FormulaFolio Investments first reported a position in SPIP in Q3 2019 and held it in 1 quarter. The position peaked at $991K in Q3 2019. 165 funds tracked by Wall St. Rank hold SPIP as of Q4 2019.

FormulaFolio Investments reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2019 after selling out during the quarter.
FormulaFolio Investments sold 34,750 State Street SPDR Portfolio TIPS ETF shares in Q4 2019, an estimated $991K.
FormulaFolio Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 1 quarter.
FormulaFolio Investments's State Street SPDR Portfolio TIPS ETF position peaked at $991K in Q3 2019.
165 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2019.

Based on FormulaFolio Investments's 13F filing for Q4 2019, filed 15 Jan 2020.