Cary Street Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cary Street Partners’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	$1.06M	Sell	41,273 -1,634	-4%	-$42.4K	0.02%	488
2026 Q1	$1.12M	Buy	42,907 +1,423	+3%	+$37.2K	0.03%	425
2025 Q4	$1.08M	Buy	41,484 +3,051	+8%	+$80K	0.03%	424
2025 Q3	$1.01M	Sell	38,433 -212	-0.5%	-$5.54K	0.03%	417
2025 Q2	$1.01M	Sell	38,645 -376	-1%	-$9.72K	0.03%	412
2025 Q1	$1.03M	Sell	39,021 -795	-2%	-$20.5K	0.03%	386
2024 Q4	$1.01M	Buy	+39,816	New	+$1.02M	0.03%	379

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Cary Street Partners's SPIP Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 3.8% in Q2 2026, selling an estimated $42.4K and leaving 41,273 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #488.

Cary Street Partners first reported a position in SPIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2026. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Cary Street Partners held 41,273 shares of State Street SPDR Portfolio TIPS ETF worth $1.06M as of Q2 2026.
Cary Street Partners sold 1,634 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $42.4K.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #488 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.12M in Q1 2026.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.