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INR Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

INR Advisory Services’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
Q1 		$284K Buy
10,202
+1,546
+18% +$42.2K 0.04% 15
2018
Q4 		$233K Buy
8,656
+5,330
+160% +$143K 0.03% 13
2018
Q3 		$91K Buy
3,326
+2,744
+471% +$75.4K 0.01% 18
2018
Q2 		$16K Buy
582
+266
+84% +$7.34K ﹤0.01% 37
2018
Q1 		$9K Buy
+316
New +$8.77K ﹤0.01% 41

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 $3.37T AUM 44.26% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

INR Advisory Services's SPIP Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 18% in Q1 2019, buying an estimated $42.2K and bringing the position to 10,202 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #15.

INR Advisory Services first reported a position in SPIP in Q1 2018 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

  • INR Advisory Services held 10,202 shares of State Street SPDR Portfolio TIPS ETF worth $284K as of Q1 2019.
  • INR Advisory Services bought 1,546 State Street SPDR Portfolio TIPS ETF shares in Q1 2019, an estimated $42.2K.
  • State Street SPDR Portfolio TIPS ETF made up 0.04% of INR Advisory Services's portfolio in Q1 2019, its #15 holding.
  • INR Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.