HPC
SPIP icon

HM Payson & Co’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-64
Closed -$2K – 972
2019
Q4 		$2K Hold
64
– – ﹤0.01% 898
2019
Q3 		$2K Buy
+64
New +$1.82K ﹤0.01% 913

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HM Payson & Co's SPIP Position: Q1 2020 in Review

HM Payson & Co sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 64 shares — an estimated $2K sold.

HM Payson & Co first reported a position in SPIP in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • HM Payson & Co reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • HM Payson & Co sold 64 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $2K.
  • HM Payson & Co first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 2 quarters.
  • HM Payson & Co's State Street SPDR Portfolio TIPS ETF position peaked at $2K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on HM Payson & Co's 13F filing for Q1 2020, filed 1 Jul 2020.