JFS
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JD Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

JD Financial 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
2021
Q1 		– Sell
-10,352
Closed -$323K – 53
2020
Q4 		$323K Buy
+10,352
New +$318K 0.35% 29

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JD Financial Services's SPIP Position: Q1 2021 in Review

JD Financial Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2021, closing a stake of 10,352 shares — an estimated $323K sold.

JD Financial Services first reported a position in SPIP in Q4 2020 and held it in 1 quarter. The position peaked at $323K in Q4 2020. 216 funds tracked by Wall St. Rank hold SPIP as of Q1 2021.

  • JD Financial Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • JD Financial Services sold 10,352 State Street SPDR Portfolio TIPS ETF shares in Q1 2021, an estimated $323K.
  • JD Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 1 quarter.
  • JD Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $323K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2021.

Based on JD Financial Services's 13F filing for Q1 2021, filed 18 May 2021.