D.J. St. Germain’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

D.J. St. Germain’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	$1.97M	Buy	75,691 +333	+0.4%	+$8.7K	0.08%	139
2025 Q4	$1.96M	Sell	75,358 -1,964	-3%	-$51.5K	0.08%	135
2025 Q3	$2.03M	Sell	77,322 -1,913	-2%	-$50K	0.08%	133
2025 Q2	$2.06M	Sell	79,235 -1,747	-2%	-$45.2K	0.09%	126
2025 Q1	$2.14M	Sell	80,982 -22,794	-22%	-$588K	0.1%	122
2024 Q4	$2.63M	Sell	103,776 -26,047	-20%	-$670K	0.12%	120
2024 Q3	$3.41M	Sell	129,823 -20,803	-14%	-$538K	0.16%	110
2024 Q2	$3.83M	Sell	150,626 -22,839	-13%	-$578K	0.19%	106
2024 Q1	$4.44M	Sell	173,465 -79,940	-32%	-$2.04M	0.22%	98
2023 Q4	$6.48M	Sell	253,405 -95,179	-27%	-$2.38M	0.34%	79
2023 Q3	$8.66M	Sell	348,584 -81,083	-19%	-$2.06M	0.49%	64
2023 Q2	$11.1M	Buy	+429,667	New	+$11.2M	0.59%	54
2022 Q4	$10.5K	Sell	406,034 -67,619	-14%	-$1.74M	﹤0.01%	284
2022 Q3	$13M	Hold	473,653	–	–	0.86%	37
2022 Q2	$13M	Sell	473,653 -40,492	-8%	-$1.16M	0.86%	37
2022 Q1	$15.6M	Buy	514,145 +62,474	+14%	+$1.91M	0.88%	36
2021 Q4	$14.2M	Buy	+451,671	New	+$14.2M	0.78%	40

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 $2.07B AUM 16.66% 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 $651M AUM 15.34% 1-Year Est. Return

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

D.J. St. Germain's SPIP Position: Q1 2026 in Review

D.J. St. Germain increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.44% in Q1 2026, buying an estimated $8.7K and bringing the position to 75,691 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #139.

D.J. St. Germain first reported a position in SPIP in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.6M in Q1 2022. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

D.J. St. Germain held 75,691 shares of State Street SPDR Portfolio TIPS ETF worth $1.97M as of Q1 2026.
D.J. St. Germain bought 333 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $8.7K.
State Street SPDR Portfolio TIPS ETF made up 0.08% of D.J. St. Germain's portfolio in Q1 2026, its #139 holding.
D.J. St. Germain first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 17 quarters since.
D.J. St. Germain's State Street SPDR Portfolio TIPS ETF position peaked at $15.6M in Q1 2022.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.