CFS
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Cannon Financial Strategists’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cannon Financial Strategists’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
Q1 		$30M Buy
1,152,717
+103,946
+10% +$2.72M 3.94% 6
2025
Q4 		$27.2M Buy
1,048,771
+47,036
+5% +$1.23M 3.78% 7
2025
Q3 		$26.4M Buy
1,001,735
+98,513
+11% +$2.58M 3.77% 7
2025
Q2 		$23.5M Buy
903,222
+88,481
+11% +$2.29M 3.72% 8
2025
Q1 		$21.5M Buy
814,741
+42,450
+5% +$1.1M 3.69% 8
2024
Q4 		$19.5M Buy
772,291
+54,512
+8% +$1.4M 3.35% 9
2024
Q3 		$18.9M Sell
717,779
-940
-0.1% -$24.3K 3.3% 9
2024
Q2 		$18.3M Buy
718,719
+48,870
+7% +$1.24M 3.48% 8
2024
Q1 		$17.2M Buy
669,849
+62,651
+10% +$1.6M 3.37% 9
2023
Q4 		$15.5M Sell
607,198
-17,315
-3% -$433K 3.33% 10
2023
Q3 		$15.5M Sell
624,513
-21,154
-3% -$536K 3.95% 7
2023
Q2 		$16.7M Buy
645,667
+59,221
+10% +$1.55M 4.59% 7
2023
Q1 		$15.6M Buy
586,446
+49,483
+9% +$1.3M 5.29% 6
2022
Q4 		$13.8M Buy
536,963
+37,857
+8% +$977K 5.05% 5
2022
Q3 		$12.7M Sell
499,106
-17,087
-3% -$468K 4.98% 6
2022
Q2 		$14.2M Sell
516,193
-41,204
-7% -$1.18M 5.5% 5
2022
Q1 		$16.9M Sell
557,397
-2,186
-0.4% -$66.8K 6.1% 5
2021
Q4 		$17.6M Buy
559,583
+30,496
+6% +$958K 6.33% 5
2021
Q3 		$16.5M Buy
529,087
+50,137
+10% +$1.57M 6.37% 5
2021
Q2 		$14.9M Buy
478,950
+45,622
+11% +$1.41M 5.92% 5
2021
Q1 		$13.2M Buy
433,328
+56,261
+15% +$1.73M 5.68% 5
2020
Q4 		$11.8M Buy
377,067
+41,748
+12% +$1.28M 5.72% 4
2020
Q3 		$10.4M Buy
335,319
+42,502
+15% +$1.31M 5.69% 4
2020
Q2 		$8.83M Sell
292,817
-4,511
-2% -$134K 5.32% 5
2020
Q1 		$8.63M Buy
297,328
+19,486
+7% +$563K 6.42% 4
2019
Q4 		$7.93M Buy
277,842
+38,773
+16% +$1.1M 5.17% 5
2019
Q3 		$6.82M Buy
239,069
+96,737
+68% +$2.75M 5.22% 6
2019
Q2 		$4.03M Buy
142,332
+20,902
+17% +$583K 3.39% 10
2019
Q1 		$3.38M Buy
+121,430
New +$3.32M 3.03% 10

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cannon Financial Strategists's SPIP Position: Q1 2026 in Review

Cannon Financial Strategists increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 9.9% in Q1 2026, buying an estimated $2.72M and bringing the position to 1,152,717 shares worth $30M. The position accounts for 3.94% of the portfolio, ranked #6.

Cannon Financial Strategists first reported a position in SPIP in Q1 2019 and has held it in 29 quarters since. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Cannon Financial Strategists held 1,152,717 shares of State Street SPDR Portfolio TIPS ETF worth $30M as of Q1 2026.
  • Cannon Financial Strategists bought 103,946 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $2.72M.
  • State Street SPDR Portfolio TIPS ETF made up 3.94% of Cannon Financial Strategists's portfolio in Q1 2026, its #6 holding.
  • Cannon Financial Strategists first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2019 and has held it in 29 quarters since.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.