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LVW Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

LVW Advisors’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
Q2 		– Sell
-18,264
Closed -$508K – 180
2019
Q1 		$508K Sell
18,264
-1,056
-5% -$28.8K 0.14% 108
2018
Q4 		$521K Buy
+19,320
New +$519K 0.18% 78

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVW Advisors's SPIP Position: Q2 2019 in Review

LVW Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 18,264 shares — an estimated $508K sold.

LVW Advisors first reported a position in SPIP in Q4 2018 and held it in 2 quarters. The position peaked at $521K in Q4 2018. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

  • LVW Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • LVW Advisors sold 18,264 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $508K.
  • LVW Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 2 quarters.
  • LVW Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $521K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

Based on LVW Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.