TD Ameritrade Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

TD Ameritrade Investment Management’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
2023 Q3	–	Sell	-833,488	Closed	-$21.5M	–	414
2023 Q2	$21.5M	Sell	833,488 -107,248	-11%	-$2.8M	0.23%	50
2023 Q1	$25.1M	Sell	940,736 -139,148	-13%	-$3.64M	0.26%	47
2022 Q4	$27.8M	Buy	1,079,884 +310,120	+40%	+$8M	0.28%	44
2022 Q3	$19.5M	Sell	769,764 -280,772	-27%	-$7.69M	0.19%	59
2022 Q2	$28.9M	Sell	1,050,536 -204,877	-16%	-$5.89M	0.26%	49
2022 Q1	$38M	Sell	1,255,413 -97,196	-7%	-$2.97M	0.28%	51
2021 Q4	$42.6M	Buy	1,352,609 +75,256	+6%	+$2.36M	0.3%	51
2021 Q3	$39.4M	Sell	1,277,353 -9,358	-0.7%	-$294K	0.32%	43
2021 Q2	$40.1M	Buy	1,286,711 +5,614	+0.4%	+$173K	0.28%	51
2021 Q1	$39.9M	Hold	1,281,097	–	–	0.3%	45
2020 Q4	$39.9M	Buy	1,281,097 +3,744	+0.3%	+$115K	0.3%	45
2020 Q3	$39.4M	Buy	1,277,353 +56,987	+5%	+$1.75M	0.32%	43
2020 Q2	$36.8M	Buy	1,220,366 +110,425	+10%	+$3.29M	0.31%	45
2020 Q1	$32.2M	Buy	1,109,941 +179,069	+19%	+$5.17M	0.3%	45
2019 Q4	$26.6M	Buy	930,872 +89,454	+11%	+$2.55M	0.2%	54
2019 Q3	$24M	Buy	841,418 +164,064	+24%	+$4.67M	0.19%	57
2019 Q2	$19.2M	Buy	677,354 +142,442	+27%	+$3.97M	0.16%	59
2019 Q1	$14.9M	Buy	534,912 +128,748	+32%	+$3.52M	0.13%	59
2018 Q4	$10.9M	Buy	406,164 +214,534	+112%	+$5.77M	0.1%	58
2018 Q3	$5.22M	Buy	191,630 +151,604	+379%	+$4.17M	0.04%	65
2018 Q2	$1.11M	Buy	40,026 +33,846	+548%	+$934K	0.01%	81
2018 Q1	$172K	Buy	6,180 +2,610	+73%	+$72.4K	﹤0.01%	86
2017 Q4	$100K	Buy	3,570 +3,434	+2,525%	+$96.9K	﹤0.01%	71
2017 Q3	$4K	Hold	136	–	–	﹤0.01%	88
2017 Q2	$4K	Sell	136 -402	-75%	-$11.4K	﹤0.01%	88
2017 Q1	$15K	Buy	538 +292	+119%	+$8.27K	﹤0.01%	84
2016 Q4	$7K	Hold	246	–	–	﹤0.01%	80
2016 Q3	$7K	Hold	246	–	–	﹤0.01%	79
2016 Q2	$7K	Buy	+246	New	+$7.04K	﹤0.01%	77

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

TD Ameritrade Investment Management's SPIP Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 833,488 shares — an estimated $21.5M sold.

TD Ameritrade Investment Management first reported a position in SPIP in Q2 2016 and held it in 29 quarters. The position peaked at $42.6M in Q4 2021. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 833,488 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $21.5M.
TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2016 and held it in 29 quarters.
TD Ameritrade Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $42.6M in Q4 2021.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.