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

Benchmark 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
2025 Q2	$350K	Hold	13,440	–	–	0.16%	50
2025 Q1	$355K	Hold	13,440	–	–	0.17%	48
2024 Q4	$340K	Buy	13,440 +384	+3%	+$9.88K	0.17%	39
2024 Q3	$343K	Buy	13,056 +196	+2%	+$5.07K	0.17%	41
2024 Q2	$327K	Buy	12,860 +513	+4%	+$13K	0.17%	39
2024 Q1	$316K	Hold	12,347	–	–	0.17%	40
2023 Q4	$316K	Buy	12,347 +524	+4%	+$13.1K	0.19%	38
2023 Q3	$294K	Buy	11,823 +307	+3%	+$7.79K	0.19%	39
2023 Q2	$298K	Buy	11,516 +273	+2%	+$7.14K	0.18%	39
2023 Q1	$297K	Sell	11,243 -902	-7%	-$23.6K	0.19%	40
2022 Q4	$313K	Hold	12,145	–	–	0.23%	41
2022 Q3	$308K	Hold	12,145	–	–	0.24%	35
2022 Q2	$334K	Hold	12,145	–	–	0.25%	32
2022 Q1	$368K	Hold	12,145	–	–	0.25%	31
2021 Q4	$383K	Buy	12,145 +5,057	+71%	+$159K	0.25%	28
2021 Q3	$220K	Hold	7,088	–	–	0.15%	44
2021 Q2	$221K	Hold	7,088	–	–	0.15%	46
2021 Q1	$217K	Sell	7,088 -807	-10%	-$24.9K	0.16%	43
2020 Q4	$246K	Hold	7,895	–	–	0.19%	40
2020 Q3	$244K	Buy	7,895 +807	+11%	+$24.8K	0.19%	37
2020 Q2	$214K	Hold	7,088	–	–	0.18%	42
2020 Q1	$206K	Hold	7,088	–	–	0.21%	39
2019 Q4	$202K	Buy	+7,088	New	+$202K	0.17%	47

Other funds holding SPIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benchmark Wealth Management's SPIP Position: Q2 2025 in Review

Benchmark Wealth Management held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2025 at 13,440 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #50.

Benchmark Wealth Management first reported a position in SPIP in Q4 2019 and has held it in 23 quarters since. The position peaked at $383K in Q4 2021. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Benchmark Wealth Management held 13,440 shares of State Street SPDR Portfolio TIPS ETF worth $350K as of Q2 2025.
Benchmark Wealth Management left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio TIPS ETF made up 0.16% of Benchmark Wealth Management's portfolio in Q2 2025, its #50 holding.
Benchmark Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $383K in Q4 2021.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.