MHS
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M Holdings Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

M Holdings Securities’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
-10,848
Closed -$310K – 247
2019
Q4 		$310K Buy
+10,848
New +$309K 0.09% 148
2015
Q1 		– Sell
-8,610
Closed -$241K – 195
2014
Q4 		$241K Sell
8,610
-5,304
-38% -$149K 0.16% 150
2014
Q3 		$332K Buy
+13,914
New +$396K 0.19% 127

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's SPIP Position: Q1 2020 in Review

M Holdings Securities sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 10,848 shares — an estimated $310K sold.

M Holdings Securities first reported a position in SPIP in Q3 2014 and held it in 3 quarters. The position peaked at $332K in Q3 2014. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • M Holdings Securities reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • M Holdings Securities sold 10,848 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $310K.
  • M Holdings Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2014 and held it in 3 quarters.
  • M Holdings Securities's State Street SPDR Portfolio TIPS ETF position peaked at $332K in Q3 2014.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on M Holdings Securities's 13F filing for Q1 2020, filed 13 May 2020.