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Barnes Wealth Management Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Barnes Wealth Management Group’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 		$315K Sell
12,262
-1,039
-8% -$26.9K 0.15% 137
2026
Q1 		$346K Buy
13,301
+267
+2% +$6.97K 0.18% 127
2025
Q4 		$338K Buy
13,034
+63
+0.5% +$1.65K 0.18% 116
2025
Q3 		$341K Buy
12,971
+350
+3% +$9.15K 0.19% 113
2025
Q2 		$329K Buy
12,621
+154
+1% +$3.98K 0.19% 108
2025
Q1 		$329K Buy
+12,467
New +$322K 0.21% 103

Other funds holding SPIP

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Barnes Wealth Management Group's SPIP Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 7.8% in Q2 2026, selling an estimated $26.9K and leaving 12,262 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #137.

Barnes Wealth Management Group first reported a position in SPIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $346K in Q1 2026. 68 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Barnes Wealth Management Group held 12,262 shares of State Street SPDR Portfolio TIPS ETF worth $315K as of Q2 2026.
  • Barnes Wealth Management Group sold 1,039 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $26.9K.
  • State Street SPDR Portfolio TIPS ETF made up 0.15% of Barnes Wealth Management Group's portfolio in Q2 2026, its #137 holding.
  • Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's State Street SPDR Portfolio TIPS ETF position peaked at $346K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.