AWM
SPIP icon

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

AE 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
Q2 		$20.2K Sell
785
-2,317
-75% -$60.1K ﹤0.01% 2253
2026
Q1 		$80.7K Sell
3,102
-55,776
-95% -$1.46M ﹤0.01% 1860
2025
Q4 		$1.53M Buy
58,878
+8,239
+16% +$216K 0.01% 686
2025
Q3 		$1.33M Buy
50,639
+42,251
+504% +$1.1M 0.01% 679
2025
Q2 		$219K Buy
8,388
+7,509
+854% +$194K ﹤0.01% 1267
2025
Q1 		$23.2K Sell
879
-73
-8% -$1.88K ﹤0.01% 1712
2024
Q4 		$24.1K Buy
+952
New +$24.5K ﹤0.01% 1691
2024
Q1 		– Sell
-87,034
Closed -$2.22M – 1864
2023
Q4 		$2.22M Sell
87,034
-91,709
-51% -$2.3M 0.01% 868
2023
Q3 		$4.44M Sell
178,743
-3,110
-2% -$78.9K 0.03% 578
2023
Q2 		$4.7M Buy
181,853
+15,537
+9% +$406K 0.03% 556
2023
Q1 		$4.44M Buy
166,316
+83,251
+100% +$2.18M 0.03% 535
2022
Q4 		$2.14M Sell
83,065
-152,346
-65% -$3.93M 0.02% 717
2022
Q3 		$5.97M Buy
235,411
+113,545
+93% +$3.11M 0.05% 387
2022
Q2 		$3.35M Sell
121,866
-19,682
-14% -$565K 0.03% 504
2022
Q1 		$4.28M Sell
141,548
-151,180
-52% -$4.62M 0.03% 490
2021
Q4 		$9.22M Buy
292,728
+151,087
+107% +$4.75M 0.06% 281
2021
Q3 		$4.41M Buy
141,641
+118,587
+514% +$3.72M 0.04% 416
2021
Q2 		$718K Buy
23,054
+1,450
+7% +$44.8K 0.01% 970
2021
Q1 		$660K Sell
21,604
-1,663
-7% -$51.3K 0.01% 907
2020
Q4 		$725K Buy
23,267
+2,866
+14% +$88.1K 0.01% 820
2020
Q3 		$630K Buy
20,401
+2,235
+12% +$68.7K 0.01% 788
2020
Q2 		$548K Sell
18,166
-273
-1% -$8.13K 0.01% 843
2020
Q1 		$535K Buy
18,439
+1,797
+11% +$51.9K 0.01% 661
2019
Q4 		$475K Buy
16,642
+9,218
+124% +$263K 0.01% 750
2019
Q3 		$212K Sell
7,424
-3,056
-29% -$87K 0.01% 905
2019
Q2 		$297K Sell
10,480
-598
-5% -$16.7K 0.01% 753
2019
Q1 		$308K Sell
11,078
-13,666
-55% -$373K 0.02% 455
2018
Q4 		$667K Buy
24,744
+2,924
+13% +$78.6K 0.11% 203
2018
Q3 		$594K Buy
21,820
+9,228
+73% +$254K 0.03% 289
2018
Q2 		$350K Buy
+12,592
New +$348K 0.02% 311
2017
Q3 		– Sell
-9,932
Closed -$279K – 413
2017
Q2 		$279K Buy
+9,932
New +$281K 0.03% 307

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

AE Wealth Management's SPIP Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 75% in Q2 2026, selling an estimated $60.1K and leaving 785 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

AE Wealth Management first reported a position in SPIP in Q2 2017 and has held it in 31 quarters since. The position peaked at $9.22M in Q4 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • AE Wealth Management held 785 shares of State Street SPDR Portfolio TIPS ETF worth $20.2K as of Q2 2026.
  • AE Wealth Management sold 2,317 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $60.1K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2253 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2017 and has held it in 31 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $9.22M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.