Orion Portfolio Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Orion Portfolio Solutions’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
2022 Q1	–	Sell	-10,878	Closed	-$343K	–	754
2021 Q4	$343K	Buy	10,878 +2,082	+24%	+$65.4K	0.01%	536
2021 Q3	$274K	Sell	8,796 -10,925	-55%	-$343K	0.01%	548
2021 Q2	$614K	Buy	+19,721	New	+$609K	0.02%	316
2020 Q3	–	Sell	-42	Closed	-$1K	–	1809
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	2076
2020 Q1	$1K	Sell	42 -290	-87%	-$8.38K	﹤0.01%	1806
2019 Q4	$9K	Buy	+332	New	+$9.46K	﹤0.01%	1053

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

SMM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's SPIP Position: Q1 2022 in Review

Orion Portfolio Solutions sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 10,878 shares — an estimated $343K sold.

Orion Portfolio Solutions first reported a position in SPIP in Q4 2019 and held it in 6 quarters. The position peaked at $614K in Q2 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Orion Portfolio Solutions reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 10,878 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $343K.
Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 6 quarters.
Orion Portfolio Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $614K in Q2 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Orion Portfolio Solutions's 13F filing for Q1 2022, filed 19 May 2022.