QA
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Quantitative Advantage’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Quantitative Advantage’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
2018
Q4 		– Sell
-52,186
Closed -$1.42M – 70
2018
Q3 		$1.42M Sell
52,186
-203,182
-80% -$5.58M 0.4% 46
2018
Q2 		$7.09M Sell
255,368
-4,938
-2% -$136K 2.06% 21
2018
Q1 		$7.26M Buy
+260,306
New +$7.23M 2.13% 19

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
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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Quantitative Advantage's SPIP Position: Q4 2018 in Review

Quantitative Advantage sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2018, closing a stake of 52,186 shares — an estimated $1.42M sold.

Quantitative Advantage first reported a position in SPIP in Q1 2018 and held it in 3 quarters. The position peaked at $7.26M in Q1 2018. 132 funds tracked by Wall St. Rank hold SPIP as of Q4 2018.

  • Quantitative Advantage reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Quantitative Advantage sold 52,186 State Street SPDR Portfolio TIPS ETF shares in Q4 2018, an estimated $1.42M.
  • Quantitative Advantage first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 3 quarters.
  • Quantitative Advantage's State Street SPDR Portfolio TIPS ETF position peaked at $7.26M in Q1 2018.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2018.

Based on Quantitative Advantage's 13F filing for Q4 2018, filed 13 Feb 2019.