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North Star Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

North Star Investment Management’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
Q4 		– Sell
-10
Closed – – 1089
2019
Q3 		$0 Buy
+10
New +$285 ﹤0.01% 1106
2019
Q2 		– Sell
-1,220
Closed -$34K – 851
2019
Q1 		$34K Hold
1,220
– – ﹤0.01% 625
2018
Q4 		$33K Hold
1,220
– – ﹤0.01% 593
2018
Q3 		$33K Hold
1,220
– – ﹤0.01% 642
2018
Q2 		$34K Hold
1,220
– – ﹤0.01% 641
2018
Q1 		$34K Hold
1,220
– – ﹤0.01% 633
2017
Q4 		$34K Hold
1,220
– – ﹤0.01% 612
2017
Q3 		$34K Hold
1,220
– – ﹤0.01% 612
2017
Q2 		$34K Hold
1,220
– – ﹤0.01% 607
2017
Q1 		$35K Hold
1,220
– – ﹤0.01% 585
2016
Q4 		$34K Hold
1,220
– – 0.01% 553
2016
Q3 		$35K Buy
+1,220
New +$35.3K 0.01% 460

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

North Star Investment Management's SPIP Position: Q4 2019 in Review

North Star Investment Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2019, closing a stake of 10 shares.

North Star Investment Management first reported a position in SPIP in Q3 2016 and held it in 12 quarters. The position peaked at $35K in Q1 2017. 165 funds tracked by Wall St. Rank hold SPIP as of Q4 2019.

  • North Star Investment Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2019 after selling out during the quarter.
  • North Star Investment Management sold 10 State Street SPDR Portfolio TIPS ETF shares in Q4 2019.
  • North Star Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2016 and held it in 12 quarters.
  • North Star Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $35K in Q1 2017.
  • 165 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2019.

Based on North Star Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.