Legacy Wealth Partners (California)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$1.96M	Buy	62,818 +47,602	+313%	+$1.47M	1.09%	20
2021 Q1	$465K	Buy	15,216 +1,091	+8%	+$33.6K	0.27%	63
2020 Q4	$440K	Sell	14,125 -607	-4%	-$18.7K	0.28%	63
2020 Q3	$455K	Buy	14,732 +258	+2%	+$7.93K	0.32%	59
2020 Q2	$436K	Sell	14,474 -774	-5%	-$23K	0.33%	63
2020 Q1	$443K	Sell	15,248 -647	-4%	-$18.7K	0.41%	50
2019 Q4	$459K	Buy	+15,895	New	+$453K	0.33%	66

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Legacy Wealth Partners (California)'s SPIP Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 313% in Q2 2021, buying an estimated $1.47M and bringing the position to 62,818 shares worth $1.96M. The position accounts for 1.09% of the portfolio, ranked #20.

Legacy Wealth Partners (California) first reported a position in SPIP in Q4 2019 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold SPIP as of Q2 2021.

Legacy Wealth Partners (California) held 62,818 shares of State Street SPDR Portfolio TIPS ETF worth $1.96M as of Q2 2021.
Legacy Wealth Partners (California) bought 47,602 State Street SPDR Portfolio TIPS ETF shares in Q2 2021, an estimated $1.47M.
State Street SPDR Portfolio TIPS ETF made up 1.09% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #20 holding.
Legacy Wealth Partners (California) first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 7 quarters since.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.