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Institute for Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Institute for Wealth Management’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
-3,885
Closed -$111K – 639
2019
Q4 		$111K Buy
+3,885
New +$111K 0.03% 467

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

Institute for Wealth Management's SPIP Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 3,885 shares — an estimated $111K sold.

Institute for Wealth Management first reported a position in SPIP in Q4 2019 and held it in 1 quarter. The position peaked at $111K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 3,885 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $111K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $111K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.