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Monetary Management Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Monetary Management Group’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
Q2 		– Sell
-3,000
Closed -$87K – 286
2020
Q1 		$87K Sell
3,000
-500
-14% -$14.4K 0.04% 177
2019
Q4 		$0 Buy
+3,500
New +$99.7K ﹤0.01% 305

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monetary Management Group's SPIP Position: Q2 2020 in Review

Monetary Management Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2020, closing a stake of 3,000 shares — an estimated $87K sold.

Monetary Management Group first reported a position in SPIP in Q4 2019 and held it in 2 quarters. The position peaked at $87K in Q1 2020. 167 funds tracked by Wall St. Rank hold SPIP as of Q2 2020.

  • Monetary Management Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Monetary Management Group sold 3,000 State Street SPDR Portfolio TIPS ETF shares in Q2 2020, an estimated $87K.
  • Monetary Management Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 2 quarters.
  • Monetary Management Group's State Street SPDR Portfolio TIPS ETF position peaked at $87K in Q1 2020.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2020.

Based on Monetary Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.