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

Regal 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
2022
Q4 		– Sell
-21,713
Closed -$551K – 509
2022
Q3 		$551K Buy
+21,713
New +$595K 0.06% 247
2013
Q3 		– Sell
-470
Closed -$13K – 931
2013
Q2 		$13K Buy
+470
New +$13.9K 0.01% 542

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's SPIP Position: Q4 2022 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2022, closing a stake of 21,713 shares — an estimated $551K sold.

Regal Investment Advisors first reported a position in SPIP in Q2 2013 and held it in 2 quarters. The position peaked at $551K in Q3 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q4 2022.

  • Regal Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 21,713 State Street SPDR Portfolio TIPS ETF shares in Q4 2022, an estimated $551K.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $551K in Q3 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2022.

Based on Regal Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.