Stratos Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stratos Wealth 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	-7,920	Closed	-$249K	–	573
2021 Q4	$249K	Sell	7,920 -1,682	-18%	-$52.8K	0.02%	492
2021 Q3	$299K	Sell	9,602 -2,597	-21%	-$81.5K	0.03%	429
2021 Q2	$380K	Sell	12,199 -1,161	-9%	-$35.9K	0.03%	403
2021 Q1	$408K	Sell	13,360 -4,993	-27%	-$154K	0.04%	348
2020 Q4	$572K	Buy	18,353 +6,345	+53%	+$195K	0.08%	227
2020 Q3	$371K	Sell	12,008 -528	-4%	-$16.2K	0.09%	222
2020 Q2	$378K	Buy	+12,536	New	+$373K	0.12%	174

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Advisors's SPIP Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 7,920 shares — an estimated $249K sold.

Stratos Wealth Advisors first reported a position in SPIP in Q2 2020 and held it in 7 quarters. The position peaked at $572K in Q4 2020. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

Stratos Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 7,920 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $249K.
Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 7 quarters.
Stratos Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $572K in Q4 2020.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.