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Lloyd Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Lloyd Advisory 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
2020
Q1 		– Sell
-51
Closed -$1K – 388
2019
Q4 		$1K Buy
+51
New +$1.45K ﹤0.01% 347

Other funds holding SPIP

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TD Ameritrade Investment Management
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Advisory Services's SPIP Position: Q1 2020 in Review

Lloyd Advisory Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 51 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in SPIP in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • Lloyd Advisory Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 51 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $1K.
  • Lloyd Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $1K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.