Vigilant Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Vigilant Capital 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
2020 Q1	–	Sell	-1,480	Closed	-$42K	–	430
2019 Q4	$42K	Buy	+1,480	New	+$42.2K	﹤0.01%	322
2019 Q3	–	Sell	-512	Closed	-$14K	–	418
2019 Q2	$14K	Buy	+512	New	+$14.3K	﹤0.01%	340
2014 Q3	–	Sell	-1,000	Closed	-$29K	–	323
2014 Q2	$29K	Hold	1,000	–	–	0.01%	182
2014 Q1	$28K	Hold	1,000	–	–	0.01%	194
2013 Q4	$27K	Hold	1,000	–	–	0.01%	187
2013 Q3	$28K	Hold	1,000	–	–	0.01%	161
2013 Q2	$28K	Buy	+1,000	New	+$29.5K	0.01%	162

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vigilant Capital Management's SPIP Position: Q1 2020 in Review

Vigilant Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 1,480 shares — an estimated $42K sold.

Vigilant Capital Management first reported a position in SPIP in Q2 2013 and held it in 7 quarters. The position peaked at $42K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

Vigilant Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
Vigilant Capital Management sold 1,480 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $42K.
Vigilant Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 7 quarters.
Vigilant Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $42K in Q4 2019.
163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on Vigilant Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.