AF
SPIP icon

Allworth Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Allworth Financial’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 		$103K Buy
4,015
+71
+2% +$1.84K ﹤0.01% 1924
2026
Q1 		$103K Sell
3,944
-1
-0% -$26 ﹤0.01% 1820
2025
Q4 		$102K Sell
3,945
-627
-14% -$16.4K ﹤0.01% 1741
2025
Q3 		$120K Buy
4,572
+313
+7% +$8.18K ﹤0.01% 1577
2025
Q2 		$111K Sell
4,259
-1,799
-30% -$46.5K ﹤0.01% 1482
2025
Q1 		$158K Sell
6,058
-2,147
-26% -$55.4K ﹤0.01% 1037
2024
Q4 		$209K Buy
8,205
+4,240
+107% +$109K ﹤0.01% 932
2024
Q3 		$104K Sell
3,965
-1,556
-28% -$40.2K ﹤0.01% 1071
2024
Q2 		$141K Sell
5,521
-456
-8% -$11.5K ﹤0.01% 935
2024
Q1 		$153K Sell
5,977
-98
-2% -$2.51K ﹤0.01% 872
2023
Q4 		$155K Sell
6,075
-1,341
-18% -$33.6K ﹤0.01% 794
2023
Q3 		$184K Buy
7,416
+323
+5% +$8.19K ﹤0.01% 708
2023
Q2 		$183K Buy
7,093
+4
+0.1% +$105 ﹤0.01% 725
2023
Q1 		$189K Sell
7,089
-101
-1% -$2.64K ﹤0.01% 663
2022
Q4 		$185K Hold
7,190
– – ﹤0.01% 653
2022
Q3 		$182K Hold
7,190
– – ﹤0.01% 609
2022
Q2 		$198K Sell
7,190
-262
-4% -$7.53K ﹤0.01% 556
2022
Q1 		$226K Sell
7,452
-3,248
-30% -$99.3K ﹤0.01% 531
2021
Q4 		$337K Sell
10,700
-2,100
-16% -$66K ﹤0.01% 435
2021
Q3 		$398K Sell
12,800
-11,940
-48% -$375K 0.01% 354
2021
Q2 		$770K Sell
24,740
-18,667
-43% -$577K 0.01% 212
2021
Q1 		$1.33M Buy
43,407
+33,492
+338% +$1.03M 0.03% 145
2020
Q4 		$309K Buy
+9,915
New +$305K 0.01% 230

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Allworth Financial's SPIP Position: Q2 2026 in Review

Allworth Financial increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.8% in Q2 2026, buying an estimated $1.84K and bringing the position to 4,015 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Allworth Financial first reported a position in SPIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q1 2021. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Allworth Financial held 4,015 shares of State Street SPDR Portfolio TIPS ETF worth $103K as of Q2 2026.
  • Allworth Financial bought 71 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $1.84K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1924 holding.
  • Allworth Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • Allworth Financial's State Street SPDR Portfolio TIPS ETF position peaked at $1.33M in Q1 2021.
  • 200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.