Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wealthspire Advisors (Maryland)’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 Q1	–	Sell	-11,720	Closed	-$316K	–	2584
2018 Q4	$316K	Sell	11,720 -3,738	-24%	-$100K	0.03%	314
2018 Q3	$421K	Buy	+15,458	New	+$425K	0.03%	278

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPIP Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2019, closing a stake of 11,720 shares — an estimated $316K sold.

Wealthspire Advisors (Maryland) first reported a position in SPIP in Q3 2018 and held it in 2 quarters. The position peaked at $421K in Q3 2018. 135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 11,720 State Street SPDR Portfolio TIPS ETF shares in Q1 2019, an estimated $316K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2018 and held it in 2 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio TIPS ETF position peaked at $421K in Q3 2018.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.