MA
SPIP icon

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

MCF 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
2020
Q1 		– Sell
-1,084
Closed -$31K – 487
2019
Q4 		$31K Buy
1,084
+2
+0.2% +$57 ﹤0.01% 295
2019
Q3 		$31K Hold
1,082
– – 0.01% 282
2019
Q2 		$31K Buy
+1,082
New +$30.2K 0.01% 275

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

MCF Advisors's SPIP Position: Q1 2020 in Review

MCF Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 1,084 shares — an estimated $31K sold.

MCF Advisors first reported a position in SPIP in Q2 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • MCF Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • MCF Advisors sold 1,084 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $31K.
  • MCF Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2019 and held it in 3 quarters.
  • MCF Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $31K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on MCF Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.