VFA
SPIP icon

Valeo Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-869
Closed -$26K – 2080
2020
Q2 		$26K Buy
869
+2
+0.2% +$60 ﹤0.01% 967
2020
Q1 		$26K Buy
867
+4
+0.5% +$116 ﹤0.01% 816
2019
Q4 		$25K Buy
+863
New +$24.6K ﹤0.01% 866

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valeo Financial Advisors's SPIP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2020, closing a stake of 869 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in SPIP in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q2 2020. 185 funds tracked by Wall St. Rank hold SPIP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 869 State Street SPDR Portfolio TIPS ETF shares in Q3 2020, an estimated $26K.
  • Valeo Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $26K in Q2 2020.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.