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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 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.

26 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.
26 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.