AmeriFlex Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

AmeriFlex Group’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	$12.9K	Buy	501 +120	+31%	+$3.11K	0.01%	797
2026 Q1	$9.9K	Hold	381	–	–	0.01%	726
2025 Q4	$9.88K	Buy	+381	New	+$9.99K	0.01%	719
2025 Q3	–	Sell	-13,787	Closed	-$359K	–	1327
2025 Q2	$359K	Sell	13,787 -18,859	-58%	-$487K	0.19%	109
2025 Q1	$861K	Sell	32,646 -488	-1%	-$12.6K	0.35%	63
2024 Q4	$849K	Buy	+33,134	New	+$853K	0.39%	52

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

AmeriFlex Group's SPIP Position: Q2 2026 in Review

AmeriFlex Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 31% in Q2 2026, buying an estimated $3.11K and bringing the position to 501 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #797.

AmeriFlex Group first reported a position in SPIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $861K in Q1 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

AmeriFlex Group held 501 shares of State Street SPDR Portfolio TIPS ETF worth $12.9K as of Q2 2026.
AmeriFlex Group bought 120 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $3.11K.
State Street SPDR Portfolio TIPS ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #797 holding.
AmeriFlex Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street SPDR Portfolio TIPS ETF position peaked at $861K in Q1 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.