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

Investors Financial Group’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 Q1	–	Sell	-29,043	Closed	-$915K	–	154
2021 Q4	$915K	Buy	29,043 +3,502	+14%	+$110K	0.43%	67
2021 Q3	$794K	Buy	25,541 +1,345	+6%	+$42.2K	0.42%	65
2021 Q2	$753K	Buy	+24,196	New	+$747K	0.4%	70

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Financial Group's SPIP Position: Q1 2022 in Review

Investors Financial Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 29,043 shares — an estimated $915K sold.

Investors Financial Group first reported a position in SPIP in Q2 2021 and held it in 3 quarters. The position peaked at $915K in Q4 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Investors Financial Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 29,043 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $915K.
Investors Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 3 quarters.
Investors Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $915K in Q4 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.