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	–	2404
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

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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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

Sowell Financial Services's SPIP Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2021, closing a stake of 7,445 shares — an estimated $231K sold.

Sowell Financial Services first reported a position in SPIP in Q3 2019 and held it in 7 quarters. The position peaked at $231K in Q1 2021. 242 funds tracked by Wall St. Rank hold SPIP as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 7,445 State Street SPDR Portfolio TIPS ETF shares in Q2 2021, an estimated $231K.
Sowell Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $231K in Q1 2021.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.