Hayden Royal’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-89,338	Closed	-$2.78M	–	184
2021 Q2	$2.78M	Sell	89,338 -1,138	-1%	-$35.1K	1.53%	15
2021 Q1	$2.76M	Buy	+90,476	New	+$2.79M	1.58%	13
2020 Q4	–	Sell	-95,048	Closed	-$2.93M	–	544
2020 Q3	$2.93M	Buy	+95,048	New	+$2.92M	1.56%	14
2020 Q2	–	Sell	-98,757	Closed	-$2.87M	–	245
2020 Q1	$2.87M	Buy	98,757 +2,731	+3%	+$78.9K	1.69%	10
2019 Q4	$2.8M	Buy	+96,026	New	+$2.74M	1.42%	14

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Hayden Royal's SPIP Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2021, closing a stake of 89,338 shares — an estimated $2.78M sold.

Hayden Royal first reported a position in SPIP in Q4 2019 and held it in 5 quarters. The position peaked at $2.93M in Q3 2020. 263 funds tracked by Wall St. Rank hold SPIP as of Q3 2021.

Hayden Royal reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 89,338 State Street SPDR Portfolio TIPS ETF shares in Q3 2021, an estimated $2.78M.
Hayden Royal first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 5 quarters.
Hayden Royal's State Street SPDR Portfolio TIPS ETF position peaked at $2.93M in Q3 2020.
263 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.