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Reilly Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Reilly Financial 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
2021
Q4 		$2.85M Buy
90,330
+7,268
+9% +$228K 0.21% 79
2021
Q3 		$2.58M Buy
83,062
+82,944
+70,292% +$2.6M 0.22% 74
2021
Q2 		$4K Buy
+118
New +$3.65K ﹤0.01% 838
2019
Q3 		– Sell
-2,092
Closed -$59K – 965
2019
Q2 		$59K Buy
+2,092
New +$58.3K 0.01% 334

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Reilly Financial Advisors's SPIP Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 8.8% in Q4 2021, buying an estimated $228K and bringing the position to 90,330 shares worth $2.85M. The position accounts for 0.21% of the portfolio, ranked #79.

Reilly Financial Advisors first reported a position in SPIP in Q2 2019 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold SPIP as of Q4 2021.

  • Reilly Financial Advisors held 90,330 shares of State Street SPDR Portfolio TIPS ETF worth $2.85M as of Q4 2021.
  • Reilly Financial Advisors bought 7,268 State Street SPDR Portfolio TIPS ETF shares in Q4 2021, an estimated $228K.
  • State Street SPDR Portfolio TIPS ETF made up 0.21% of Reilly Financial Advisors's portfolio in Q4 2021, its #79 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2019 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.