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Action Point Financial Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Action Point Financial Planning’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 		$10.9K Buy
+424
New +$11K ﹤0.01% 1418

Other funds holding SPIP

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Action Point Financial Planning's SPIP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 424 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings.

201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Action Point Financial Planning held 424 shares of State Street SPDR Portfolio TIPS ETF worth $10.9K as of Q2 2026.
  • State Street SPDR Portfolio TIPS ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1418 holding.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.