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JOYN Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

JOYN Advisors’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 		– Sell
-1,406
Closed -$38K – 1207
2018
Q4 		$38K Hold
1,406
– – 0.01% 434
2018
Q3 		$38K Hold
1,406
– – 0.01% 469
2018
Q2 		$39K Hold
1,406
– – 0.01% 469
2018
Q1 		$39K Buy
+1,406
New +$39K 0.01% 523

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 $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

JOYN Advisors's SPIP Position: Q1 2019 in Review

JOYN Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2019, closing a stake of 1,406 shares — an estimated $38K sold.

JOYN Advisors first reported a position in SPIP in Q1 2018 and held it in 4 quarters. The position peaked at $39K in Q2 2018. 135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

  • JOYN Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,406 State Street SPDR Portfolio TIPS ETF shares in Q1 2019, an estimated $38K.
  • JOYN Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $39K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.