Continuum Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Continuum Advisory’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	$1.93M	Buy	74,110 +2,769	+4%	+$72.3K	0.18%	114
2025 Q4	$1.85M	Buy	71,341 +4,111	+6%	+$108K	0.19%	114
2025 Q3	$1.77M	Buy	67,230 +1,486	+2%	+$38.8K	0.19%	112
2025 Q2	$1.71M	Buy	65,744 +200	+0.3%	+$5.17K	0.21%	102
2025 Q1	$1.73M	Buy	65,544 +2,862	+5%	+$73.8K	0.22%	98
2024 Q4	$1.59M	Buy	62,682 +1,463	+2%	+$37.7K	0.2%	106
2024 Q3	$1.56M	Buy	61,219 +1,741	+3%	+$45K	0.2%	109
2024 Q2	$1.51M	Buy	59,478 +57	+0.1%	+$1.44K	0.22%	104
2024 Q1	$1.5M	Buy	59,421 +5,197	+10%	+$133K	0.23%	102
2023 Q4	$1.39M	Sell	54,224 -779	-1%	-$19.5K	0.2%	129
2023 Q3	$1.37M	Buy	55,003 +96	+0.2%	+$2.43K	0.22%	123
2023 Q2	$1.42M	Buy	54,907 +195	+0.4%	+$5.1K	0.23%	123
2023 Q1	$1.46M	Buy	54,712 +401	+0.7%	+$10.5K	0.25%	115
2022 Q4	$1.4M	Sell	54,311 -3,496	-6%	-$90.2K	0.25%	119
2022 Q3	$1.47M	Sell	57,807 -10,319	-15%	-$283K	0.26%	100
2022 Q2	$1.88M	Buy	68,126 +1,019	+2%	+$29.3K	0.34%	78
2022 Q1	$1.97M	Sell	67,107 -9,229	-12%	-$282K	0.37%	66
2021 Q4	$2.4M	Buy	76,336 +6,172	+9%	+$194K	0.54%	42
2021 Q3	$2.18M	Buy	70,164 +17,150	+32%	+$539K	0.58%	40
2021 Q2	$1.65M	Buy	53,014 +6,073	+13%	+$188K	0.51%	47
2021 Q1	$1.44M	Buy	46,941 +2,210	+5%	+$68.1K	0.6%	48
2020 Q4	$1.39M	Sell	44,731 -1,924	-4%	-$59.2K	0.63%	49
2020 Q3	$1.44M	Buy	46,655 +165	+0.4%	+$5.07K	0.79%	38
2020 Q2	$1.4M	Sell	46,490 -53,025	-53%	-$1.58M	0.88%	33
2020 Q1	$2.89M	Buy	99,515 +4,210	+4%	+$122K	1.95%	14
2019 Q4	$2.72M	Buy	95,305 +28,595	+43%	+$815K	1.58%	16
2019 Q3	$1.9M	Buy	66,710 +5,648	+9%	+$161K	1.27%	25
2019 Q2	$1.72M	Buy	61,062 +12,364	+25%	+$345K	1.18%	26
2019 Q1	$1.35M	Buy	48,698 +7,250	+17%	+$198K	1.01%	28
2018 Q4	$1.12M	Sell	41,448 -7,292	-15%	-$196K	0.82%	34
2018 Q3	$1.32M	Buy	48,740 +8,728	+22%	+$240K	0.88%	30
2018 Q2	$1.11M	Buy	40,012 +17,520	+78%	+$484K	0.81%	31
2018 Q1	$627K	Buy	+22,492	New	+$624K	0.52%	52

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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 $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continuum Advisory's SPIP Position: Q1 2026 in Review

Continuum Advisory increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 3.9% in Q1 2026, buying an estimated $72.3K and bringing the position to 74,110 shares worth $1.93M. The position accounts for 0.18% of the portfolio, ranked #114.

Continuum Advisory first reported a position in SPIP in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.89M in Q1 2020. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Continuum Advisory held 74,110 shares of State Street SPDR Portfolio TIPS ETF worth $1.93M as of Q1 2026.
Continuum Advisory bought 2,769 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $72.3K.
State Street SPDR Portfolio TIPS ETF made up 0.18% of Continuum Advisory's portfolio in Q1 2026, its #114 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and has held it in 33 quarters since.
Continuum Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $2.89M in Q1 2020.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.