Squar Milner Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-640	Closed	-$18K	–	634
2020 Q1	$18K	Hold	640	–	–	0.01%	488
2019 Q4	$18K	Buy	+640	New	+$18.2K	0.01%	534
2019 Q3	–	Sell	-640	Closed	-$18K	–	637
2019 Q2	$18K	Hold	640	–	–	0.01%	466
2019 Q1	$17K	Hold	640	–	–	0.01%	448
2018 Q4	$17K	Hold	640	–	–	0.02%	415
2018 Q3	$17K	Hold	640	–	–	0.02%	434
2018 Q2	$18K	Buy	+640	New	+$17.7K	0.02%	500

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's SPIP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2020, closing a stake of 640 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in SPIP in Q2 2018 and held it in 7 quarters. The position peaked at $18K in Q1 2020. 167 funds tracked by Wall St. Rank hold SPIP as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 640 State Street SPDR Portfolio TIPS ETF shares in Q2 2020, an estimated $18K.
Squar Milner Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $18K in Q1 2020.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.