1620 Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

1620 Investment 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
2026 Q2	$21.8K	Hold	850	–	–	0.01%	411
2026 Q1	$22.1K	Hold	850	–	–	0.02%	385
2025 Q4	$22.1K	Hold	850	–	–	0.01%	387
2025 Q3	$22.4K	Hold	850	–	–	0.02%	374
2025 Q2	$22.2K	Sell	850 -300	-26%	-$7.75K	0.02%	385
2025 Q1	$30.3K	Hold	1,150	–	–	0.02%	346
2024 Q4	$29.1K	Buy	1,150 +190	+20%	+$4.89K	0.02%	349
2024 Q3	$25.2K	Sell	960 -70	-7%	-$1.81K	0.02%	376
2024 Q2	$26.2K	Buy	+1,030	New	+$26.1K	0.02%	362

Other funds holding SPIP

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

1620 Investment Advisors's SPIP Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 850 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #411.

1620 Investment Advisors first reported a position in SPIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.3K in Q1 2025. 36 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

1620 Investment Advisors held 850 shares of State Street SPDR Portfolio TIPS ETF worth $21.8K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #411 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $30.3K in Q1 2025.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.