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WealthOne’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

WealthOne’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
-8,398
Closed -$240K – 98
2019
Q4 		$240K Buy
+8,398
New +$239K 0.15% 80
2019
Q1 		– Sell
-1,528
Closed -$41K – 472
2018
Q4 		$41K Buy
+1,528
New +$41.1K 0.04% 195

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 $3.91B AUM 14.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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 $1.55T AUM 33.47% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthOne's SPIP Position: Q1 2020 in Review

WealthOne sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 8,398 shares — an estimated $240K sold.

WealthOne first reported a position in SPIP in Q4 2018 and held it in 2 quarters. The position peaked at $240K in Q4 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • WealthOne reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • WealthOne sold 8,398 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $240K.
  • WealthOne first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 2 quarters.
  • WealthOne's State Street SPDR Portfolio TIPS ETF position peaked at $240K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.