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Sonora Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sonora Investment Management’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
2020
Q4 		– Sell
-102
Closed -$3K – 1774
2020
Q3 		$3K Sell
102
-332
-76% -$10.2K ﹤0.01% 1588
2020
Q2 		$13K Buy
+434
New +$12.9K ﹤0.01% 952

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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Sonora Investment Management's SPIP Position: Q4 2020 in Review

Sonora Investment Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2020, closing a stake of 102 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in SPIP in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2020. 201 funds tracked by Wall St. Rank hold SPIP as of Q4 2020.

  • Sonora Investment Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 102 State Street SPDR Portfolio TIPS ETF shares in Q4 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $13K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.