USAdvisors Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

USAdvisors Wealth 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
2022 Q1	–	Sell	-35,893	Closed	-$1.13M	–	143
2021 Q4	$1.13M	Buy	35,893 +774	+2%	+$24.3K	0.46%	50
2021 Q3	$1.09M	Buy	35,119 +592	+2%	+$18.6K	0.47%	50
2021 Q2	$1.07M	Buy	34,527 +8,635	+33%	+$267K	0.58%	45
2021 Q1	$791K	Buy	25,892 +4,211	+19%	+$130K	0.38%	54
2020 Q4	$675K	Buy	+21,681	New	+$667K	0.32%	51

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 $2.24B AUM 16.9% 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

USAdvisors Wealth Management's SPIP Position: Q1 2022 in Review

USAdvisors Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2022, closing a stake of 35,893 shares — an estimated $1.13M sold.

USAdvisors Wealth Management first reported a position in SPIP in Q4 2020 and held it in 5 quarters. The position peaked at $1.13M in Q4 2021. 294 funds tracked by Wall St. Rank hold SPIP as of Q1 2022.

USAdvisors Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 35,893 State Street SPDR Portfolio TIPS ETF shares in Q1 2022, an estimated $1.13M.
USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 5 quarters.
USAdvisors Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.13M in Q4 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2022.

Based on USAdvisors Wealth Management's 13F filing for Q1 2022, filed 8 Jun 2022.