Ballast Rock Private Wealth’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ballast Rock Private Wealth’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	$203K	Sell	7,886 -99	-1%	-$2.57K	0.09%	189
2026 Q1	$208K	Sell	7,985 -1,220	-13%	-$31.9K	0.11%	173
2025 Q4	$239K	Buy	+9,205	New	+$241K	0.15%	158

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

Ballast Rock Private Wealth's SPIP Position: Q2 2026 in Review

Ballast Rock Private Wealth reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.2% in Q2 2026, selling an estimated $2.57K and leaving 7,886 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #189.

Ballast Rock Private Wealth first reported a position in SPIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Ballast Rock Private Wealth held 7,886 shares of State Street SPDR Portfolio TIPS ETF worth $203K as of Q2 2026.
Ballast Rock Private Wealth sold 99 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $2.57K.
State Street SPDR Portfolio TIPS ETF made up 0.09% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #189 holding.
Ballast Rock Private Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2025 and has held it in 3 quarters since.
Ballast Rock Private Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $239K in Q4 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.