VCG
SPIP icon

Vantage Consulting Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Vantage Consulting Group’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
2021
Q1 		– Sell
-835
Closed -$26K – 1354
2020
Q4 		$26K Buy
+835
New +$25.7K ﹤0.01% 762

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantage Consulting Group's SPIP Position: Q1 2021 in Review

Vantage Consulting Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2021, closing a stake of 835 shares — an estimated $26K sold.

Vantage Consulting Group first reported a position in SPIP in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 216 funds tracked by Wall St. Rank hold SPIP as of Q1 2021.

  • Vantage Consulting Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 835 State Street SPDR Portfolio TIPS ETF shares in Q1 2021, an estimated $26K.
  • Vantage Consulting Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's State Street SPDR Portfolio TIPS ETF position peaked at $26K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.