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SFS
Sowell Financial Services’s
State Street SPDR Portfolio TIPS ETF
SPIP
Stock Holding History
Sowell Financial Services’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
–
Sell
-7,445
Closed
-$231K
–
2407
2021
Q1
$231K
Buy
7,445
+155
+2%
+$4.78K
0.01%
974
2020
Q4
$227K
Buy
7,290
+92
+1%
+$2.83K
0.01%
796
2020
Q3
$222K
Buy
7,198
+149
+2%
+$4.58K
0.01%
697
2020
Q2
$212K
Buy
7,049
+7
+0.1%
+$208
0.01%
701
2020
Q1
$204K
Sell
7,042
-647
-8%
-$18.7K
0.02%
643
2019
Q4
$220K
Buy
7,689
+1,862
+32%
+$53.1K
0.02%
678
2019
Q3
$166K
Buy
+5,827
New
+$166K
0.01%
694
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PFA
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1-Year Est. Return
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TAIM
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$9.4B AUM
7.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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