Downshift Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Downshift Financial’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 Q3	$536	Buy	+22	New	+$551	﹤0.01%	597

Other funds holding SPIP

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Downshift Financial's SPIP Position: Q3 2026 in Review

Downshift Financial opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2026: 22 shares worth $536. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

36 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Downshift Financial held 22 shares of State Street SPDR Portfolio TIPS ETF worth $536 as of Q3 2026.
State Street SPDR Portfolio TIPS ETF was a new Downshift Financial position in Q3 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #597 holding.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.