OptiFour Integrated Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

OptiFour Integrated Wealth 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	$5.36M	Buy	187,668 +62	+0%	+$1.77K	3.68%	7
2019 Q3	$5.35M	Buy	187,606 +1,554	+0.8%	+$44.2K	3.8%	8
2019 Q2	$5.26M	Sell	186,052 -844	-0.5%	-$23.5K	3.68%	8
2019 Q1	$5.2M	Buy	186,896 +9,630	+5%	+$263K	4.25%	9
2018 Q4	$4.78M	Buy	+177,266	New	+$4.76M	4.36%	9

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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 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

OptiFour Integrated Wealth Management's SPIP Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.03% in Q4 2019, buying an estimated $1.77K and bringing the position to 187,668 shares worth $5.36M. The position accounts for 3.68% of the portfolio, ranked #7.

OptiFour Integrated Wealth Management first reported a position in SPIP in Q4 2018 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold SPIP as of Q4 2019.

OptiFour Integrated Wealth Management held 187,668 shares of State Street SPDR Portfolio TIPS ETF worth $5.36M as of Q4 2019.
OptiFour Integrated Wealth Management bought 62 State Street SPDR Portfolio TIPS ETF shares in Q4 2019, an estimated $1.77K.
State Street SPDR Portfolio TIPS ETF made up 3.68% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #7 holding.
OptiFour Integrated Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.