Addison Advisors
SPIP icon

Addison Advisors’s State Street SPDR Portfolio TIPS Index ETF SPIP Stock Holding History

Addison 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
Q3 		$1.76K Hold
72
– – ﹤0.01% 618
2026
Q2 		$1.85K Buy
+72
New +$1.87K ﹤0.01% 582
2022
Q2 		– Sell
-20
Closed -$1K – 765
2022
Q1 		$1K Buy
+20
New +$612 ﹤0.01% 676

Other funds holding SPIP

3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Addison Advisors's SPIP Position: Q3 2026 in Review

Addison Advisors held its State Street SPDR Portfolio TIPS Index ETF (SPIP) position steady in Q3 2026 at 72 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Addison Advisors first reported a position in SPIP in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.85K in Q2 2026. 135 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Addison Advisors held 72 shares of State Street SPDR Portfolio TIPS Index ETF worth $1.76K as of Q3 2026.
  • Addison Advisors left its State Street SPDR Portfolio TIPS Index ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio TIPS Index ETF made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #618 holding.
  • Addison Advisors first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q1 2022 and has held it in 3 quarters since.
  • Addison Advisors's State Street SPDR Portfolio TIPS Index ETF position peaked at $1.85K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.