Beacon Financial Strategies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Beacon Financial Strategies’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	$32.1K	Buy	+1,251	New	+$32.4K	0.02%	130

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

Beacon Financial Strategies's SPIP Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 1,251 shares worth $32.1K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings.

201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Beacon Financial Strategies held 1,251 shares of State Street SPDR Portfolio TIPS ETF worth $32.1K as of Q2 2026.
State Street SPDR Portfolio TIPS ETF was a new Beacon Financial Strategies position in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #130 holding.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.