Aspect Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Aspect Partners’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 Q2	–	Sell	-1	Closed	-$15	–	657
2025 Q1	$15	Hold	1	–	–	﹤0.01%	606
2024 Q4	$15	Hold	1	–	–	﹤0.01%	597
2024 Q3	$15	Sell	1 -39,027	-100%	-$1.01M	﹤0.01%	553
2024 Q2	$992K	Sell	39,028 -275	-0.7%	-$6.96K	0.59%	28
2024 Q1	$1.01M	Buy	39,303 +4,369	+13%	+$112K	0.79%	27
2023 Q4	$893K	Buy	+34,934	New	+$874K	0.58%	29

Other funds holding SPIP

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Aspect Partners's SPIP Position: Q2 2025 in Review

Aspect Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 1 share — an estimated $15 sold.

Aspect Partners first reported a position in SPIP in Q4 2023 and held it in 6 quarters. The position peaked at $1.01M in Q1 2024. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Aspect Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Aspect Partners sold 1 State Street SPDR Portfolio TIPS ETF share in Q2 2025, an estimated $15.
Aspect Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 6 quarters.
Aspect Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.01M in Q1 2024.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Aspect Partners's 13F filing for Q2 2025, filed 6 Aug 2025.