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

WealthSource 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
2019
Q2 		– Sell
-8,748
Closed -$244K – 482
2019
Q1 		$244K Sell
8,748
-7,054
-45% -$193K 0.06% 295
2018
Q4 		$426K Buy
15,802
+332
+2% +$8.92K 0.12% 170
2018
Q3 		$421K Buy
15,470
+126
+0.8% +$3.46K 0.11% 172
2018
Q2 		$426K Sell
15,344
-9,362
-38% -$258K 0.12% 169
2018
Q1 		$689K Buy
+24,706
New +$686K 0.21% 117

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthSource Partners's SPIP Position: Q2 2019 in Review

WealthSource Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 8,748 shares — an estimated $244K sold.

WealthSource Partners first reported a position in SPIP in Q1 2018 and held it in 5 quarters. The position peaked at $689K in Q1 2018. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

  • WealthSource Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 8,748 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $244K.
  • WealthSource Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 5 quarters.
  • WealthSource Partners's State Street SPDR Portfolio TIPS ETF position peaked at $689K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.