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Verus Capital Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Verus Capital Partners’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
Q1 		$95K Sell
3,270
-1,473
-31% -$42.5K 0.03% 330
2019
Q4 		$135K Buy
+4,743
New +$135K 0.04% 299

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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Verus Capital Partners's SPIP Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 31% in Q1 2020, selling an estimated $42.5K and leaving 3,270 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #330.

Verus Capital Partners first reported a position in SPIP in Q4 2019 and has held it in 2 quarters since. The position peaked at $135K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • Verus Capital Partners held 3,270 shares of State Street SPDR Portfolio TIPS ETF worth $95K as of Q1 2020.
  • Verus Capital Partners sold 1,473 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $42.5K.
  • State Street SPDR Portfolio TIPS ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2020, its #330 holding.
  • Verus Capital Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's State Street SPDR Portfolio TIPS ETF position peaked at $135K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.