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

Amicus Financial 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 Q2	$495K	Sell	19,291 -5,671	-23%	-$147K	0.12%	59
2026 Q1	$649K	Sell	24,962 -215	-0.9%	-$5.62K	0.18%	53
2025 Q4	$653K	Buy	+25,177	New	+$660K	0.18%	53

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

Amicus Financial Advisors's SPIP Position: Q2 2026 in Review

Amicus Financial Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 23% in Q2 2026, selling an estimated $147K and leaving 19,291 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #59.

Amicus Financial Advisors first reported a position in SPIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $653K in Q4 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Amicus Financial Advisors held 19,291 shares of State Street SPDR Portfolio TIPS ETF worth $495K as of Q2 2026.
Amicus Financial Advisors sold 5,671 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $147K.
State Street SPDR Portfolio TIPS ETF made up 0.12% of Amicus Financial Advisors's portfolio in Q2 2026, its #59 holding.
Amicus Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2025 and has held it in 3 quarters since.
Amicus Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $653K in Q4 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.