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

Key Financial Inc’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 Q2	–	Sell	-37	Closed	-$987	–	1389
2023 Q1	$987	Hold	37	–	–	﹤0.01%	1034
2022 Q4	$938	Hold	37	–	–	﹤0.01%	1041
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	1074
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	1051
2022 Q1	$1K	Hold	37	–	–	﹤0.01%	1036
2021 Q4	$1K	Sell	37 -56	-60%	-$1.76K	﹤0.01%	919
2021 Q3	$3K	Buy	+93	New	+$2.92K	﹤0.01%	776

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Key Financial Inc's SPIP Position: Q2 2023 in Review

Key Financial Inc sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023, closing a stake of 37 shares — an estimated $987 sold.

Key Financial Inc first reported a position in SPIP in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

Key Financial Inc reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2023 after selling out during the quarter.
Key Financial Inc sold 37 State Street SPDR Portfolio TIPS ETF shares in Q2 2023, an estimated $987.
Key Financial Inc first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and held it in 7 quarters.
Key Financial Inc's State Street SPDR Portfolio TIPS ETF position peaked at $3K in Q3 2021.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.