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

Accel 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
2026
Q1 		– Sell
-9,718
Closed -$252K – 301
2025
Q4 		$252K Sell
9,718
-873
-8% -$22.9K 0.07% 232
2025
Q3 		$279K Sell
10,591
-2,561
-19% -$66.9K 0.08% 216
2025
Q2 		$343K Hold
13,152
– – 0.11% 183
2025
Q1 		$347K Sell
13,152
-470
-3% -$12.1K 0.13% 167
2024
Q4 		$345K Sell
13,622
-294
-2% -$7.57K 0.13% 167
2024
Q3 		$366K Sell
13,916
-1,479
-10% -$38.2K 0.14% 165
2024
Q2 		$391K Sell
15,395
-350
-2% -$8.86K 0.16% 140
2024
Q1 		$403K Sell
15,745
-921
-6% -$23.6K 0.17% 127
2023
Q4 		$426K Sell
16,666
-3,741
-18% -$93.6K 0.21% 114
2023
Q3 		$507K Hold
20,407
– – 0.28% 90
2023
Q2 		$527K Buy
20,407
+19,115
+1,479% +$500K 0.29% 88
2023
Q1 		$34.5K Hold
1,292
– – 0.01% 570
2022
Q4 		$33.3K Hold
1,292
– – 0.02% 435
2022
Q3 		$33K Hold
1,292
– – 0.02% 448
2022
Q2 		$36K Hold
1,292
– – 0.02% 414
2022
Q1 		$39K Hold
1,292
– – 0.02% 417
2021
Q4 		$41K Hold
1,292
– – 0.02% 415
2021
Q3 		$40K Hold
1,292
– – 0.03% 364
2021
Q2 		$40K Hold
1,292
– – 0.03% 385
2021
Q1 		$39K Hold
1,292
– – 0.03% 365
2020
Q4 		$40K Buy
+1,292
New +$39.7K 0.04% 339

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accel Wealth Management's SPIP Position: Q1 2026 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 9,718 shares — an estimated $252K sold.

Accel Wealth Management first reported a position in SPIP in Q4 2020 and held it in 21 quarters. The position peaked at $527K in Q2 2023. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Accel Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Accel Wealth Management sold 9,718 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $252K.
  • Accel Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 21 quarters.
  • Accel Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $527K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.