Sigma Planning Corp’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-8,571	Closed	-$259K	–	1420
2022 Q1	$259K	Buy	+8,571	New	+$262K	0.01%	1134
2021 Q1	–	Sell	-7,416	Closed	-$231K	–	1398
2020 Q4	$231K	Buy	7,416 +717	+11%	+$22K	0.01%	1027
2020 Q3	$207K	Buy	+6,699	New	+$206K	0.01%	946
2019 Q2	–	Sell	-8,172	Closed	-$228K	–	1043
2019 Q1	$228K	Hold	8,172	–	–	0.01%	794
2018 Q4	$220K	Hold	8,172	–	–	0.02%	728
2018 Q3	$223K	Hold	8,172	–	–	0.01%	834
2018 Q2	$227K	Hold	8,172	–	–	0.02%	777
2018 Q1	$228K	Hold	8,172	–	–	0.02%	726
2017 Q4	$230K	Buy	+8,172	New	+$231K	0.02%	718

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sigma Planning Corp's SPIP Position: Q2 2022 in Review

Sigma Planning Corp sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 8,571 shares — an estimated $259K sold.

Sigma Planning Corp first reported a position in SPIP in Q4 2017 and held it in 9 quarters. The position peaked at $259K in Q1 2022. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

Sigma Planning Corp reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 8,571 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $259K.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 9 quarters.
Sigma Planning Corp's State Street SPDR Portfolio TIPS ETF position peaked at $259K in Q1 2022.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.