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Windsor Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Windsor Capital Management’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
Q4 		– Sell
-2,654
Closed -$73K – 391
2015
Q3 		$73K Buy
+2,654
New +$73.7K 0.04% 140
2014
Q1 		– Sell
-5,478
Closed -$149K – 267
2013
Q4 		$149K Sell
5,478
-1,236
-18% -$34.2K 0.09% 90
2013
Q3 		$187K Sell
6,714
-6,050
-47% -$168K 0.11% 81
2013
Q2 		$354K Buy
+12,764
New +$376K 0.21% 60

Other funds holding SPIP

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Windsor Capital Management's SPIP Position: Q4 2015 in Review

Windsor Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2015, closing a stake of 2,654 shares — an estimated $73K sold.

Windsor Capital Management first reported a position in SPIP in Q2 2013 and held it in 4 quarters. The position peaked at $354K in Q2 2013. 62 funds tracked by Wall St. Rank hold SPIP as of Q4 2015.

  • Windsor Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 2,654 State Street SPDR Portfolio TIPS ETF shares in Q4 2015, an estimated $73K.
  • Windsor Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $354K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.