HSBC Holdings’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

HSBC Holdings’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 Q2	–	Sell	-17,000	Closed	-$473K	–	2844
2019 Q1	$473K	Hold	17,000	–	–	﹤0.01%	2132
2018 Q4	$458K	Hold	17,000	–	–	﹤0.01%	2143
2018 Q3	$463K	Hold	17,000	–	–	﹤0.01%	2059
2018 Q2	$472K	Hold	17,000	–	–	﹤0.01%	2089
2018 Q1	$474K	Buy	17,000 +7,000	+70%	+$194K	﹤0.01%	1955
2017 Q4	$281K	Hold	10,000	–	–	﹤0.01%	1749
2017 Q3	$282K	Hold	10,000	–	–	﹤0.01%	1975
2017 Q2	$281K	Hold	10,000	–	–	﹤0.01%	1908
2017 Q1	$285K	Hold	10,000	–	–	﹤0.01%	1830
2016 Q4	$281K	Hold	10,000	–	–	﹤0.01%	2282
2016 Q3	$291K	Hold	10,000	–	–	﹤0.01%	1763
2016 Q2	$291K	Hold	10,000	–	–	﹤0.01%	1781
2016 Q1	$286K	Hold	10,000	–	–	﹤0.01%	1768
2015 Q4	$273K	Sell	10,000 -10,000	-50%	-$276K	﹤0.01%	1921
2015 Q3	$552K	Hold	20,000	–	–	﹤0.01%	1371
2015 Q2	$557K	Hold	20,000	–	–	﹤0.01%	1392
2015 Q1	$567K	Buy	20,000 +10,000	+100%	+$283K	﹤0.01%	1521
2014 Q4	$280K	Hold	10,000	–	–	﹤0.01%	1619
2014 Q3	$279K	Buy	+10,000	New	+$284K	﹤0.01%	1602

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSBC Holdings's SPIP Position: Q2 2019 in Review

HSBC Holdings sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 17,000 shares — an estimated $473K sold.

HSBC Holdings first reported a position in SPIP in Q3 2014 and held it in 19 quarters. The position peaked at $567K in Q1 2015. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

HSBC Holdings reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
HSBC Holdings sold 17,000 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $473K.
HSBC Holdings first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2014 and held it in 19 quarters.
HSBC Holdings's State Street SPDR Portfolio TIPS ETF position peaked at $567K in Q1 2015.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

Based on HSBC Holdings's 13F filing for Q2 2019, filed 13 Aug 2019.