MKD Wealth Coaches’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

MKD Wealth Coaches’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 Q1	–	Sell	-4,628	Closed	-$125K	–	211
2018 Q4	$125K	Buy	+4,628	New	+$124K	0.15%	58

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

MKD Wealth Coaches's SPIP Position: Q1 2019 in Review

MKD Wealth Coaches sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2019, closing a stake of 4,628 shares — an estimated $125K sold.

MKD Wealth Coaches first reported a position in SPIP in Q4 2018 and held it in 1 quarter. The position peaked at $125K in Q4 2018. 135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

MKD Wealth Coaches reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2019 after selling out during the quarter.
MKD Wealth Coaches sold 4,628 State Street SPDR Portfolio TIPS ETF shares in Q1 2019, an estimated $125K.
MKD Wealth Coaches first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 1 quarter.
MKD Wealth Coaches's State Street SPDR Portfolio TIPS ETF position peaked at $125K in Q4 2018.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on MKD Wealth Coaches's 13F filing for Q1 2019, filed 2 May 2019.