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

Optimum 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
2015 Q1	$45K	Buy	+1,600	New	+$45.3K	0.01%	530

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Optimum Investment Advisors's SPIP Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2015: 1,600 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings.

55 funds tracked by Wall St. Rank hold SPIP as of Q1 2015.

Optimum Investment Advisors held 1,600 shares of State Street SPDR Portfolio TIPS ETF worth $45K as of Q1 2015.
State Street SPDR Portfolio TIPS ETF was a new Optimum Investment Advisors position in Q1 2015.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #530 holding.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.