BBA
SPIP icon

Braun-Bostich & Associates’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-8,634
Closed -$228K – 121
2025
Q1 		$228K Buy
+8,634
New +$223K 0.17% 101

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braun-Bostich & Associates's SPIP Position: Q2 2025 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 8,634 shares — an estimated $228K sold.

Braun-Bostich & Associates first reported a position in SPIP in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

  • Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Braun-Bostich & Associates sold 8,634 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $228K.
  • Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Braun-Bostich & Associates's State Street SPDR Portfolio TIPS ETF position peaked at $228K in Q1 2025.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Braun-Bostich & Associates's 13F filing for Q2 2025, filed 8 Jul 2025.