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Stegent Equity Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stegent Equity Advisors’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
2022
Q2 		– Sell
-6,859
Closed -$208K – 95
2022
Q1 		$208K Hold
6,859
– – 0.18% 92
2021
Q4 		$216K Buy
+6,859
New +$215K 0.18% 99

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stegent Equity Advisors's SPIP Position: Q2 2022 in Review

Stegent Equity Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2022, closing a stake of 6,859 shares — an estimated $208K sold.

Stegent Equity Advisors first reported a position in SPIP in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 286 funds tracked by Wall St. Rank hold SPIP as of Q2 2022.

  • Stegent Equity Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 6,859 State Street SPDR Portfolio TIPS ETF shares in Q2 2022, an estimated $208K.
  • Stegent Equity Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Stegent Equity Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $216K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2022.

Based on Stegent Equity Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.