CWM
SPIP icon

Collaborative Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Collaborative Wealth Management’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 		– Sell
-10,838
Closed -$281K – 231
2025
Q4 		$281K Sell
10,838
-2,233
-17% -$58.5K 0.1% 177
2025
Q3 		$344K Sell
13,071
-1,592
-11% -$41.6K 0.14% 135
2025
Q2 		$382K Sell
14,663
-3,751
-20% -$96.9K 0.17% 119
2025
Q1 		$486K Sell
18,414
-6,224
-25% -$161K 0.23% 87
2024
Q4 		$624K Sell
24,638
-3,454
-12% -$88.9K 0.28% 74
2024
Q3 		$738K Sell
28,092
-8,512
-23% -$220K 0.33% 65
2024
Q2 		$930K Sell
36,604
-143,280
-80% -$3.63M 0.45% 50
2024
Q1 		$4.61M Sell
179,884
-4,443
-2% -$114K 2.31% 12
2023
Q4 		$4.71M Sell
184,327
-3,081
-2% -$77.1K 2.55% 11
2023
Q3 		$4.66M Sell
187,408
-1,445
-0.8% -$36.6K 2.78% 9
2023
Q2 		$4.88M Buy
188,853
+21,137
+13% +$553K 2.9% 8
2023
Q1 		$4.47M Buy
167,716
+47,204
+39% +$1.24M 2.82% 7
2022
Q4 		$3.1M Buy
120,512
+4,000
+3% +$103K 2.04% 9
2022
Q3 		$2.96M Buy
116,512
+5,599
+5% +$153K 2.09% 9
2022
Q2 		$3.05M Buy
+110,913
New +$3.19M 2% 9
2021
Q4 		$3.2M Buy
+101,632
New +$3.19M 1.75% 10
2021
Q1 		$3.19M Buy
+105,349
New +$3.25M 1.84% 8

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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 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 $2.07B AUM 16.66% 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 $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Collaborative Wealth Management's SPIP Position: Q1 2026 in Review

Collaborative Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 10,838 shares — an estimated $281K sold.

Collaborative Wealth Management first reported a position in SPIP in Q1 2021 and held it in 17 quarters. The position peaked at $4.88M in Q2 2023. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Collaborative Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 10,838 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $281K.
  • Collaborative Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $4.88M in Q2 2023.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.