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

WFG 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
2015
Q1 		– Sell
-12
Closed – – 2060
2014
Q4 		$0 Buy
+12
New +$337 ﹤0.01% 2226
2013
Q3 		– Sell
-712
Closed -$20K – 2249
2013
Q2 		$20K Buy
+712
New +$21K ﹤0.01% 1214

Other funds holding SPIP

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's SPIP Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2015, closing a stake of 12 shares.

WFG Advisors first reported a position in SPIP in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q2 2013. 55 funds tracked by Wall St. Rank hold SPIP as of Q1 2015.

  • WFG Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 12 State Street SPDR Portfolio TIPS ETF shares in Q1 2015.
  • WFG Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $20K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.