WT
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Whittier Trust’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Whittier Trust’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
-140
Closed -$4K – 1581
2019
Q4 		$4K Sell
140
-70
-33% -$2K ﹤0.01% 1285
2019
Q3 		$6K Buy
+210
New +$5.98K ﹤0.01% 1232

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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 $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whittier Trust's SPIP Position: Q1 2020 in Review

Whittier Trust sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2020, closing a stake of 140 shares — an estimated $4K sold.

Whittier Trust first reported a position in SPIP in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 163 funds tracked by Wall St. Rank hold SPIP as of Q1 2020.

  • Whittier Trust reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Whittier Trust sold 140 State Street SPDR Portfolio TIPS ETF shares in Q1 2020, an estimated $4K.
  • Whittier Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 2 quarters.
  • Whittier Trust's State Street SPDR Portfolio TIPS ETF position peaked at $6K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.