Bartlett & Co Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bartlett & Co Wealth Management’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	$6.04K	Hold	235	–	–	﹤0.01%	1067
2026 Q1	$6.16K	Hold	235	–	–	﹤0.01%	988
2025 Q4	$6.1K	Sell	235 -64	-21%	-$1.68K	﹤0.01%	988
2025 Q3	$7.87K	Buy	299 +64	+27%	+$1.67K	﹤0.01%	948
2025 Q2	$6.12K	Hold	235	–	–	﹤0.01%	969
2025 Q1	$6.2K	Hold	235	–	–	﹤0.01%	964
2024 Q4	$5.95K	Hold	235	–	–	﹤0.01%	953
2024 Q3	$6.18K	Hold	235	–	–	﹤0.01%	958
2024 Q2	$5.97K	Sell	235 -8	-3%	-$203	﹤0.01%	970
2024 Q1	$6.23K	Hold	243	–	–	﹤0.01%	954
2023 Q4	$6.26K	Hold	243	–	–	﹤0.01%	1054
2023 Q3	$6.04K	Hold	243	–	–	﹤0.01%	975
2023 Q2	$6.28K	Hold	243	–	–	﹤0.01%	968
2023 Q1	$6.48K	Hold	243	–	–	﹤0.01%	863
2022 Q4	$6.26K	Buy	243 +8	+3%	+$206	﹤0.01%	884
2022 Q3	$5.96K	Buy	+235	New	+$6.43K	﹤0.01%	898

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

Bartlett & Co Wealth Management's SPIP Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 235 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Bartlett & Co Wealth Management first reported a position in SPIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.87K in Q3 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Bartlett & Co Wealth Management held 235 shares of State Street SPDR Portfolio TIPS ETF worth $6.04K as of Q2 2026.
Bartlett & Co Wealth Management left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1067 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and has held it in 16 quarters since.
Bartlett & Co Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $7.87K in Q3 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.