San Francisco Sentry Investment Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

San Francisco Sentry Investment Group’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 Q2	$29K	Hold	924	–	–	0.02%	438
2021 Q1	$28K	Hold	924	–	–	0.01%	455
2020 Q4	$29K	Hold	924	–	–	0.01%	426
2020 Q3	$29K	Hold	924	–	–	0.01%	392
2020 Q2	$28K	Hold	924	–	–	0.01%	393
2020 Q1	$27K	Buy	+924	New	+$26.7K	0.02%	354

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 $3.91B AUM 14.77% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

San Francisco Sentry Investment Group's SPIP Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2021 at 924 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #438.

San Francisco Sentry Investment Group first reported a position in SPIP in Q1 2020 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold SPIP as of Q2 2021.

San Francisco Sentry Investment Group held 924 shares of State Street SPDR Portfolio TIPS ETF worth $29K as of Q2 2021.
San Francisco Sentry Investment Group left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2021.
State Street SPDR Portfolio TIPS ETF made up 0.02% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #438 holding.
San Francisco Sentry Investment Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and has held it in 6 quarters since.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.