SIA
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Strategic Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Strategic Investment 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
Q1 		– Sell
-9,213
Closed -$290K – 205
2021
Q4 		$290K Sell
9,213
-1,451
-14% -$45.6K 0.06% 178
2021
Q3 		$332K Sell
10,664
-1,294
-11% -$40.6K 0.07% 168
2021
Q2 		$372K Sell
11,958
-466
-4% -$14.4K 0.09% 166
2021
Q1 		$380K Buy
12,424
+692
+6% +$21.3K 0.1% 166
2020
Q4 		$366K Buy
11,732
+403
+4% +$12.4K 0.11% 153
2020
Q3 		$350K Buy
11,329
+254
+2% +$7.81K 0.12% 119
2020
Q2 		$334K Sell
11,075
-66
-0.6% -$1.97K 0.13% 123
2020
Q1 		$324K Buy
11,141
+677
+6% +$19.6K 0.15% 107
2019
Q4 		$299K Buy
10,464
+1,244
+13% +$35.4K 0.12% 133
2019
Q3 		$263K Buy
9,220
+1,618
+21% +$46.1K 0.13% 130
2019
Q2 		$217K Buy
7,602
+152
+2% +$4.24K 0.12% 139
2019
Q1 		$207K Sell
7,450
-564
-7% -$15.4K 0.14% 125
2018
Q4 		$216K Buy
+8,014
New +$215K 0.19% 103

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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Investment Advisors's SPIP Position: Q1 2022 in Review

Strategic Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 9,213 shares — an estimated $290K sold.

Strategic Investment Advisors first reported a position in SPIP in Q4 2018 and held it in 13 quarters. The position peaked at $380K in Q1 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

  • Strategic Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Investment Advisors sold 9,213 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $290K.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 13 quarters.
  • Strategic Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $380K in Q1 2021.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Strategic Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.