Mount Yale Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Mount Yale Investment 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
2023 Q1	–	Sell	-16,886	Closed	-$435K	–	530
2022 Q4	$435K	Buy	+16,886	New	+$436K	0.05%	299

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mount Yale Investment Advisors's SPIP Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2023, closing a stake of 16,886 shares — an estimated $435K sold.

Mount Yale Investment Advisors first reported a position in SPIP in Q4 2022 and held it in 1 quarter. The position peaked at $435K in Q4 2022. 246 funds tracked by Wall St. Rank hold SPIP as of Q1 2023.

Mount Yale Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 16,886 State Street SPDR Portfolio TIPS ETF shares in Q1 2023, an estimated $435K.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 1 quarter.
Mount Yale Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $435K in Q4 2022.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.