Global Wealth Management Investment Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-98	Closed	-$3K	–	723
2019 Q2	$3K	Sell	98 -126	-56%	-$3.51K	﹤0.01%	516
2019 Q1	$6K	Sell	224 -852	-79%	-$23.3K	﹤0.01%	436
2018 Q4	$29K	Buy	+1,076	New	+$28.9K	0.02%	262

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

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

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

CAL

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's SPIP Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2019, closing a stake of 98 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in SPIP in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q4 2018. 135 funds tracked by Wall St. Rank hold SPIP as of Q3 2019.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 98 State Street SPDR Portfolio TIPS ETF shares in Q3 2019, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 3 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $29K in Q4 2018.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.