Blue Trust Inc’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-105	Closed	-$2.74K	–	2674
2025 Q2	$2.74K	Sell	105 -1,083	-91%	-$28K	﹤0.01%	2090
2025 Q1	$31.3K	Buy	1,188 +117	+11%	+$3.02K	﹤0.01%	1540
2024 Q4	$27.1K	Buy	+1,071	New	+$27.6K	﹤0.01%	1521
2022 Q4	–	Sell	-73	Closed	-$2K	–	2456
2022 Q3	$2K	Buy	+73	New	+$2K	﹤0.01%	1832

Other funds holding SPIP

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Blue Trust Inc's SPIP Position: Q3 2025 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 105 shares — an estimated $2.74K sold.

Blue Trust Inc first reported a position in SPIP in Q3 2022 and held it in 4 quarters. The position peaked at $31.3K in Q1 2025. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

Blue Trust Inc reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
Blue Trust Inc sold 105 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $2.74K.
Blue Trust Inc first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 4 quarters.
Blue Trust Inc's State Street SPDR Portfolio TIPS ETF position peaked at $31.3K in Q1 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.