IF
SPIP icon

Intrua Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Intrua Financial’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
2023
Q1 		– Sell
-12,543
Closed -$332K – 352
2022
Q4 		$332K Sell
12,543
-8,526
-40% -$220K 0.08% 241
2022
Q3 		$534K Buy
21,069
+2,609
+14% +$71.4K 0.14% 155
2022
Q2 		$508K Sell
18,460
-912
-5% -$26.2K 0.11% 206
2022
Q1 		$586K Sell
19,372
-133
-0.7% -$4.07K 0.1% 200
2021
Q4 		$614K Buy
19,505
+3,676
+23% +$115K 0.11% 188
2021
Q3 		$502K Sell
15,829
-578
-4% -$18.1K 0.09% 212
2021
Q2 		$516K Buy
16,407
+3,077
+23% +$95K 0.12% 162
2021
Q1 		$411K Sell
13,330
-69,270
-84% -$2.13M 0.1% 184
2020
Q4 		$2.58M Sell
82,600
-551
-0.7% -$16.9K 1.15% 16
2020
Q3 		$2.54M Sell
83,151
-105
-0.1% -$3.23K 1.25% 14
2020
Q2 		$2.56M Buy
+83,256
New +$2.48M 0.98% 20

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Intrua Financial's SPIP Position: Q1 2023 in Review

Intrua Financial sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 12,543 shares — an estimated $332K sold.

Intrua Financial first reported a position in SPIP in Q2 2020 and held it in 11 quarters. The position peaked at $2.58M in Q4 2020. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

  • Intrua Financial reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Intrua Financial sold 12,543 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $332K.
  • Intrua Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 11 quarters.
  • Intrua Financial's State Street SPDR Portfolio TIPS ETF position peaked at $2.58M in Q4 2020.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Intrua Financial's 13F filing for Q1 2023, filed 15 May 2023.