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

Clearstead Trust’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	$847	Hold	33	–	–	﹤0.01%	941
2026 Q1	$858	Hold	33	–	–	﹤0.01%	941
2025 Q4	$856	Hold	33	–	–	﹤0.01%	956
2025 Q3	$868	Hold	33	–	–	﹤0.01%	1255
2025 Q2	$860	Hold	33	–	–	﹤0.01%	1210
2025 Q1	$871	Hold	33	–	–	﹤0.01%	837
2024 Q4	$835	Hold	33	–	–	﹤0.01%	425
2024 Q3	$867	Hold	33	–	–	﹤0.01%	407
2024 Q2	$839	Hold	33	–	–	﹤0.01%	426
2024 Q1	$845	Hold	33	–	–	﹤0.01%	420
2023 Q4	$844	Hold	33	–	–	﹤0.01%	404
2023 Q3	$820	Hold	33	–	–	﹤0.01%	432
2023 Q2	$880	Hold	33	–	–	﹤0.01%	377
2023 Q1	$880	Hold	33	–	–	﹤0.01%	362
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	371
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	363
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	185
2022 Q1	$1K	Sell	33 -34	-51%	-$1.04K	﹤0.01%	186
2021 Q4	$2K	Sell	67 -22	-25%	-$691	﹤0.01%	185
2021 Q3	$3K	Buy	+89	New	+$2.79K	﹤0.01%	187

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

Clearstead Trust's SPIP Position: Q2 2026 in Review

Clearstead Trust held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 33 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Clearstead Trust first reported a position in SPIP in Q3 2021 and has held it in 20 quarters since. The position peaked at $3K in Q3 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Clearstead Trust held 33 shares of State Street SPDR Portfolio TIPS ETF worth $847 as of Q2 2026.
Clearstead Trust left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #941 holding.
Clearstead Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 20 quarters since.
Clearstead Trust's State Street SPDR Portfolio TIPS ETF position peaked at $3K in Q3 2021.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.