Founders Financial Alliance’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Founders Financial Alliance’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 Q2	–	Sell	-323	Closed	-$10K	–	543
2022 Q1	$10K	Hold	323	–	–	﹤0.01%	393
2021 Q4	$10K	Hold	323	–	–	﹤0.01%	432
2021 Q3	$10K	Hold	323	–	–	﹤0.01%	401
2021 Q2	$10K	Buy	+323	New	+$9.98K	﹤0.01%	423

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Founders Financial Alliance's SPIP Position: Q2 2022 in Review

Founders Financial Alliance sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 323 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in SPIP in Q2 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Founders Financial Alliance reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Founders Financial Alliance sold 323 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $10K.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 4 quarters.
Founders Financial Alliance's State Street SPDR Portfolio TIPS ETF position peaked at $10K in Q1 2022.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Founders Financial Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.