NEXT Financial Holdings’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

NEXT Financial Holdings’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	$6K	Buy	+200	New	+$5.46K	﹤0.01%	1226

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

NEXT Financial Holdings's SPIP Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2019: 200 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

NEXT Financial Holdings held 200 shares of State Street SPDR Portfolio TIPS ETF worth $6K as of Q1 2019.
State Street SPDR Portfolio TIPS ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1226 holding.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.