Aquire Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Aquire Wealth 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	$5.31M	Sell	206,789 -21,348	-9%	-$554K	1.22%	12
2026 Q1	$5.93M	Sell	228,137 -7,017	-3%	-$183K	1.56%	10
2025 Q4	$6.1M	Sell	235,154 -18,036	-7%	-$473K	1.59%	10
2025 Q3	$6.66M	Buy	253,190 +4,485	+2%	+$117K	1.64%	11
2025 Q2	$6.48M	Buy	248,705 +35,142	+16%	+$908K	1.74%	11
2025 Q1	$5.63M	Sell	213,563 -1,855	-0.9%	-$47.9K	1.73%	9
2024 Q4	$5.45M	Buy	215,418 +12,096	+6%	+$311K	1.69%	9
2024 Q3	$5.34M	Buy	203,322 +3,704	+2%	+$95.7K	1.68%	9
2024 Q2	$5.07M	Buy	199,618 +10,577	+6%	+$268K	1.7%	9
2024 Q1	$4.84M	Buy	189,041 +672	+0.4%	+$17.2K	1.69%	10
2023 Q4	$4.82M	Buy	188,369 +6,063	+3%	+$152K	1.83%	11
2023 Q3	$4.53M	Sell	182,306 -2,265	-1%	-$57.4K	1.89%	11
2023 Q2	$4.77M	Buy	184,571 +9,504	+5%	+$248K	1.9%	12
2023 Q1	$4.67M	Buy	175,067 +21,271	+14%	+$557K	2.04%	11
2022 Q4	$3.96M	Buy	153,796 +11,564	+8%	+$298K	1.97%	16
2022 Q3	$3.61M	Buy	142,232 +2,632	+2%	+$72.1K	2.09%	17
2022 Q2	$3.84M	Buy	139,600 +13,536	+11%	+$389K	2.24%	17
2022 Q1	$3.81M	Sell	126,064 -449	-0.4%	-$13.7K	2.03%	16
2021 Q4	$3.98M	Buy	+126,513	New	+$3.97M	2.09%	16

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

Aquire Wealth Advisors's SPIP Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 9.4% in Q2 2026, selling an estimated $554K and leaving 206,789 shares worth $5.31M. The position accounts for 1.22% of the portfolio, ranked #12.

Aquire Wealth Advisors first reported a position in SPIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.66M in Q3 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Aquire Wealth Advisors held 206,789 shares of State Street SPDR Portfolio TIPS ETF worth $5.31M as of Q2 2026.
Aquire Wealth Advisors sold 21,348 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $554K.
State Street SPDR Portfolio TIPS ETF made up 1.22% of Aquire Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 19 quarters since.
Aquire Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $6.66M in Q3 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.