Ameritas Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-601	Closed	-$15.8K	–	1947
2025 Q3	$15.8K	Sell	601 -238	-28%	-$6.22K	﹤0.01%	1515
2025 Q2	$21.9K	Buy	+839	New	+$21.7K	﹤0.01%	1700
2023 Q2	–	Sell	-7,547	Closed	-$201K	–	2248
2023 Q1	$201K	Sell	7,547 -2,258	-23%	-$59.1K	0.01%	771
2022 Q4	$253K	Sell	9,805 -2,355	-19%	-$60.8K	0.01%	761
2022 Q3	$308K	Buy	12,160 +263	+2%	+$7.2K	0.02%	574
2022 Q2	$327K	Buy	+11,897	New	+$342K	0.02%	583

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Ameritas Advisory Services's SPIP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 601 shares — an estimated $15.8K sold.

Ameritas Advisory Services first reported a position in SPIP in Q2 2022 and held it in 6 quarters. The position peaked at $327K in Q2 2022. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Ameritas Advisory Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 601 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $15.8K.
Ameritas Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 6 quarters.
Ameritas Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $327K in Q2 2022.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.