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

Semmax 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
2019
Q2 		– Sell
-608
Closed -$17K – 445
2019
Q1 		$17K Sell
608
-1,274
-68% -$34.8K 0.01% 279
2018
Q4 		$51K Buy
+1,882
New +$50.6K 0.04% 188

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Semmax Financial Advisors's SPIP Position: Q2 2019 in Review

Semmax Financial Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 608 shares — an estimated $17K sold.

Semmax Financial Advisors first reported a position in SPIP in Q4 2018 and held it in 2 quarters. The position peaked at $51K in Q4 2018. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

  • Semmax Financial Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • Semmax Financial Advisors sold 608 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $17K.
  • Semmax Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 2 quarters.
  • Semmax Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $51K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

Based on Semmax Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.