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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-52
Closed -$1K – 457
2022
Q2 		$1K Hold
52
– – ﹤0.01% 540
2022
Q1 		$2K Buy
+52
New +$1.59K ﹤0.01% 543

Other funds holding SPIP

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SPIP Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPIP in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 52 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Portfolio TIPS ETF position peaked at $2K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.