Ken Fisher
SPIP icon

Ken Fisher’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ken Fisher’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
-6,735
Closed -$210K – 966
2020
Q4 		$210K Buy
+6,735
New +$207K ﹤0.01% 860

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 $21.8B AUM 28.57% 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 $424B AUM 22.96% 1-Year Est. Return

Ken Fisher's SPIP Position: Q1 2021 in Review

Ken Fisher sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2021, closing a stake of 6,735 shares — an estimated $210K sold.

Ken Fisher first reported a position in SPIP in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 216 funds tracked by Wall St. Rank hold SPIP as of Q1 2021.

  • Ken Fisher reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Ken Fisher sold 6,735 State Street SPDR Portfolio TIPS ETF shares in Q1 2021, an estimated $210K.
  • Ken Fisher first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 1 quarter.
  • Ken Fisher's State Street SPDR Portfolio TIPS ETF position peaked at $210K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2021.

Based on Fisher Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.