VFA
SPIP icon

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

Voya 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
2021
Q2 		– Sell
-16,541
Closed -$505K – 553
2021
Q1 		$505K Sell
16,541
-6,656
-29% -$205K 0.02% 427
2020
Q4 		$720K Sell
23,197
-76,315
-77% -$2.35M 0.03% 325
2020
Q3 		$3.08M Buy
99,512
+9,491
+11% +$292K 0.15% 101
2020
Q2 		$2.71M Buy
90,021
+5,522
+7% +$164K 0.14% 112
2020
Q1 		$2.47M Buy
+84,499
New +$2.44M 0.14% 108
2019
Q1 		– Sell
-53,958
Closed -$1.45M – 622
2018
Q4 		$1.45M Buy
53,958
+532
+1% +$14.3K 0.1% 163
2018
Q3 		$1.46M Buy
53,426
+4,090
+8% +$112K 0.09% 193
2018
Q2 		$1.37M Buy
49,336
+1,390
+3% +$38.4K 0.09% 182
2018
Q1 		$1.33M Buy
47,946
+2,076
+5% +$57.6K 0.09% 193
2017
Q4 		$1.29M Sell
45,870
-374
-0.8% -$10.6K 0.08% 202
2017
Q3 		$1.31M Buy
46,244
+12,748
+38% +$360K 0.09% 186
2017
Q2 		$943K Buy
33,496
+2,940
+10% +$83.2K 0.07% 216
2017
Q1 		$871K Buy
30,556
+11,388
+59% +$323K 0.07% 212
2016
Q4 		$537K Buy
+19,168
New +$545K 0.05% 263

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Voya Financial Advisors's SPIP Position: Q2 2021 in Review

Voya Financial Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2021, closing a stake of 16,541 shares — an estimated $505K sold.

Voya Financial Advisors first reported a position in SPIP in Q4 2016 and held it in 14 quarters. The position peaked at $3.08M in Q3 2020. 242 funds tracked by Wall St. Rank hold SPIP as of Q2 2021.

  • Voya Financial Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 16,541 State Street SPDR Portfolio TIPS ETF shares in Q2 2021, an estimated $505K.
  • Voya Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2016 and held it in 14 quarters.
  • Voya Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3.08M in Q3 2020.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.