Clearstead Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Clearstead Advisors’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	-200	Closed	-$5.28K	–	2869
2025 Q1	$5.28K	Hold	200	–	–	﹤0.01%	1739
2024 Q4	$5.06K	Hold	200	–	–	﹤0.01%	1718
2024 Q3	$5.26K	Hold	200	–	–	﹤0.01%	1702
2024 Q2	$5.08K	Hold	200	–	–	﹤0.01%	1685
2024 Q1	$5.05K	Buy	+200	New	+$5.12K	﹤0.01%	1174
2023 Q1	–	Sell	-95	Closed	-$2.45K	–	1429
2022 Q4	$2.45K	Hold	95	–	–	﹤0.01%	1063
2022 Q3	$2K	Sell	95 -210	-69%	-$5.75K	﹤0.01%	1099
2022 Q2	$8K	Buy	305 +4	+1%	+$115	﹤0.01%	954
2022 Q1	$9K	Buy	301 +95	+46%	+$2.9K	﹤0.01%	1004
2021 Q4	$6K	Hold	206	–	–	﹤0.01%	984
2021 Q3	$6K	Hold	206	–	–	﹤0.01%	1011
2021 Q2	$6K	Sell	206 -67	-25%	-$2.07K	﹤0.01%	866
2021 Q1	$8K	Hold	273	–	–	﹤0.01%	819
2020 Q4	$9K	Hold	273	–	–	﹤0.01%	739
2020 Q3	$8K	Hold	273	–	–	﹤0.01%	701
2020 Q2	$8K	Hold	273	–	–	﹤0.01%	625
2020 Q1	$8K	Buy	+273	New	+$7.88K	﹤0.01%	599

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

Clearstead Advisors's SPIP Position: Q2 2025 in Review

Clearstead Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 200 shares — an estimated $5.28K sold.

Clearstead Advisors first reported a position in SPIP in Q1 2020 and held it in 17 quarters. The position peaked at $9K in Q1 2022. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Clearstead Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 200 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $5.28K.
Clearstead Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and held it in 17 quarters.
Clearstead Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $9K in Q1 2022.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.