HA
SPIP icon

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

HYA 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
2022
Q2 		$5.47M Buy
198,773
+47,063
+31% +$1.35M 2.14% 12
2022
Q1 		$4.59M Sell
151,710
-32,775
-18% -$1M 1.59% 20
2021
Q4 		$5.81M Buy
184,485
+118,424
+179% +$3.72M 2.08% 14
2021
Q3 		$2.05M Buy
+66,061
New +$2.07M 0.83% 30

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HYA Advisors's SPIP Position: Q2 2022 in Review

HYA Advisors increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 31% in Q2 2022, buying an estimated $1.35M and bringing the position to 198,773 shares worth $5.47M. The position accounts for 2.14% of the portfolio, ranked #12.

HYA Advisors first reported a position in SPIP in Q3 2021 and has held it in 4 quarters since. The position peaked at $5.81M in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

  • HYA Advisors held 198,773 shares of State Street SPDR Portfolio TIPS ETF worth $5.47M as of Q2 2022.
  • HYA Advisors bought 47,063 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $1.35M.
  • State Street SPDR Portfolio TIPS ETF made up 2.14% of HYA Advisors's portfolio in Q2 2022, its #12 holding.
  • HYA Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 4 quarters since.
  • HYA Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $5.81M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.