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Stearns Financial Services Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stearns Financial Services Group’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
-221
Closed -$6K – 224
2020
Q1 		$6K Buy
+221
New +$6.38K ﹤0.01% 193

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stearns Financial Services Group's SPIP Position: Q2 2020 in Review

Stearns Financial Services Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2020, closing a stake of 221 shares — an estimated $6K sold.

Stearns Financial Services Group first reported a position in SPIP in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 167 funds tracked by Wall St. Rank hold SPIP as of Q2 2020.

  • Stearns Financial Services Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 221 State Street SPDR Portfolio TIPS ETF shares in Q2 2020, an estimated $6K.
  • Stearns Financial Services Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 1 quarter.
  • Stearns Financial Services Group's State Street SPDR Portfolio TIPS ETF position peaked at $6K in Q1 2020.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.