Abound Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Abound Wealth 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
2025 Q3	–	Sell	-632	Closed	-$16.5K	–	1402
2025 Q2	$16.5K	Buy	+632	New	+$16.3K	﹤0.01%	362
2024 Q3	–	Sell	-1	Closed	-$15	–	1338
2024 Q2	$15	Buy	+1	New	+$25	﹤0.01%	1167

Other funds holding SPIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Abound Wealth Management's SPIP Position: Q3 2025 in Review

Abound Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 632 shares — an estimated $16.5K sold.

Abound Wealth Management first reported a position in SPIP in Q2 2024 and held it in 2 quarters. The position peaked at $16.5K in Q2 2025. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

Abound Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
Abound Wealth Management sold 632 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $16.5K.
Abound Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and held it in 2 quarters.
Abound Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $16.5K in Q2 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.