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

Guidant Wealth 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
2019
Q3 		$909K Hold
31,862
– – 0.34% 49
2019
Q2 		$902K Hold
31,862
– – 0.35% 50
2019
Q1 		$887K Hold
31,862
– – 0.35% 51
2018
Q4 		$858K Buy
+31,862
New +$856K 0.4% 50

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guidant Wealth Advisors's SPIP Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q3 2019 at 31,862 shares worth $909K. The position accounts for 0.34% of the portfolio, ranked #49.

Guidant Wealth Advisors first reported a position in SPIP in Q4 2018 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold SPIP as of Q3 2019.

  • Guidant Wealth Advisors held 31,862 shares of State Street SPDR Portfolio TIPS ETF worth $909K as of Q3 2019.
  • Guidant Wealth Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q3 2019.
  • State Street SPDR Portfolio TIPS ETF made up 0.34% of Guidant Wealth Advisors's portfolio in Q3 2019, its #49 holding.
  • Guidant Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.