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

Fortis Group 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 Q3	$285K	Buy	+9,241	New	+$284K	0.06%	151

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

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 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Fortis Group Advisors's SPIP Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2020: 9,241 shares worth $285K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings.

185 funds tracked by Wall St. Rank hold SPIP as of Q3 2020.

Fortis Group Advisors held 9,241 shares of State Street SPDR Portfolio TIPS ETF worth $285K as of Q3 2020.
State Street SPDR Portfolio TIPS ETF was a new Fortis Group Advisors position in Q3 2020.
State Street SPDR Portfolio TIPS ETF made up 0.06% of Fortis Group Advisors's portfolio in Q3 2020, its #151 holding.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.