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

Fortis 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
2020 Q2	–	Sell	-1,479	Closed	-$43K	–	305
2020 Q1	$43K	Buy	+1,479	New	+$42.7K	0.03%	188

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

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

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

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

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

FEG

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

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

Fortis Advisors's SPIP Position: Q2 2020 in Review

Fortis Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2020, closing a stake of 1,479 shares — an estimated $43K sold.

Fortis Advisors first reported a position in SPIP in Q1 2020 and held it in 1 quarter. The position peaked at $43K in Q1 2020. 167 funds tracked by Wall St. Rank hold SPIP as of Q2 2020.

Fortis Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 1,479 State Street SPDR Portfolio TIPS ETF shares in Q2 2020, an estimated $43K.
Fortis Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 1 quarter.
Fortis Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $43K in Q1 2020.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.