Ladenburg Thalmann Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$10.1M	Buy	353,918 +170,068	+93%	+$4.85M	0.06%	303
2019 Q3	$5.24M	Buy	183,850 +25,194	+16%	+$717K	0.04%	446
2019 Q2	$4.49M	Buy	158,656 +44,486	+39%	+$1.24M	0.03%	478
2019 Q1	$3.18M	Buy	114,170 +2,556	+2%	+$69.8K	0.02%	587
2018 Q4	$3.01M	Buy	111,614 +4,276	+4%	+$115K	0.03%	527
2018 Q3	$2.92M	Buy	107,338 +16,114	+18%	+$443K	0.02%	576
2018 Q2	$2.54M	Hold	91,224	–	–	0.02%	600
2018 Q1	$2.54M	Sell	91,224 -1,066	-1%	-$29.6K	0.02%	600
2017 Q4	$2.6M	Buy	92,290 +12,576	+16%	+$355K	0.02%	569
2017 Q3	$2.25M	Sell	79,714 -8,668	-10%	-$245K	0.02%	576
2017 Q2	$2.48M	Buy	88,382 +9,554	+12%	+$270K	0.03%	504
2017 Q1	$2.25M	Buy	78,828 +47,758	+154%	+$1.35M	0.03%	523
2016 Q4	$874K	Buy	31,070 +2,972	+11%	+$84.5K	0.01%	914
2016 Q3	$816K	Buy	28,098 +10	+0%	+$290	0.01%	907
2016 Q2	$814K	Buy	28,088 +1,904	+7%	+$54.5K	0.01%	851
2016 Q1	$747K	Buy	26,184 +902	+4%	+$25.1K	0.01%	831
2015 Q4	$691K	Sell	25,282 -648	-2%	-$17.9K	0.01%	855
2015 Q3	$716K	Sell	25,930 -3,744	-13%	-$104K	0.01%	797
2015 Q2	$828K	Sell	29,674 -132	-0.4%	-$3.72K	0.02%	809
2015 Q1	$845K	Buy	29,806 +5,242	+21%	+$148K	0.02%	763
2014 Q4	$687K	Buy	24,564 +7,010	+40%	+$197K	0.02%	771
2014 Q3	$489K	Sell	17,554 -2,174	-11%	-$61.8K	0.01%	797
2014 Q2	$566K	Buy	19,728 +2,470	+14%	+$69.9K	0.02%	726
2014 Q1	$480K	Buy	17,258 +3,280	+23%	+$91K	0.01%	740
2013 Q4	$380K	Sell	13,978 -41,768	-75%	-$1.16M	0.01%	798
2013 Q3	$1.55M	Sell	55,746 -9,720	-15%	-$269K	0.05%	281
2013 Q2	$1.82M	Buy	+65,466	New	+$1.93M	0.06%	235

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SPIP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 93% in Q4 2019, buying an estimated $4.85M and bringing the position to 353,918 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #303.

Ladenburg Thalmann Financial Services first reported a position in SPIP in Q2 2013 and has held it in 27 quarters since. 165 funds tracked by Wall St. Rank hold SPIP as of Q4 2019.

Ladenburg Thalmann Financial Services held 353,918 shares of State Street SPDR Portfolio TIPS ETF worth $10.1M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 170,068 State Street SPDR Portfolio TIPS ETF shares in Q4 2019, an estimated $4.85M.
State Street SPDR Portfolio TIPS ETF made up 0.06% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #303 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 27 quarters since.
165 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.