Efficient Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Efficient Advisors’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
2025 Q2	–	Sell	-9,009	Closed	-$238K	–	98
2025 Q1	$238K	Sell	9,009 -3,345	-27%	-$86.3K	0.02%	60
2024 Q4	$313K	Sell	12,354 -2,685	-18%	-$69.1K	0.02%	60
2024 Q3	$395K	Sell	15,039 -467	-3%	-$12.1K	0.02%	60
2024 Q2	$394K	Buy	15,506 +49	+0.3%	+$1.24K	0.03%	59
2024 Q1	$396K	Buy	15,457 +10	+0.1%	+$256	0.03%	61
2023 Q4	$395K	Sell	15,447 -1,466	-9%	-$36.7K	0.03%	60
2023 Q3	$420K	Buy	16,913 +250	+2%	+$6.34K	0.03%	59
2023 Q2	$431K	Sell	16,663 -279	-2%	-$7.29K	0.03%	61
2023 Q1	$452K	Sell	16,942 -541	-3%	-$14.2K	0.03%	58
2022 Q4	$450K	Sell	17,483 -271	-2%	-$6.99K	0.05%	53
2022 Q3	$450K	Buy	17,754 +557	+3%	+$15.3K	0.04%	50
2022 Q2	$473K	Buy	17,197 +2	+0%	+$57	0.04%	48
2022 Q1	$520K	Sell	17,195 -335	-2%	-$10.2K	0.04%	48
2021 Q4	$552K	Sell	17,530 -545	-3%	-$17.1K	0.04%	50
2021 Q3	$562K	Sell	18,075 -2,641	-13%	-$82.9K	0.05%	50
2021 Q2	$645K	Buy	20,716 +278	+1%	+$8.59K	0.08%	50
2021 Q1	$624K	Sell	20,438 -7,888	-28%	-$243K	0.09%	51
2020 Q4	$883K	Sell	28,326 -10,756	-28%	-$331K	0.13%	48
2020 Q3	$1.21M	Sell	39,082 -572	-1%	-$17.6K	0.22%	30
2020 Q2	$1.2M	Buy	39,654 +2,491	+7%	+$74.1K	0.22%	30
2020 Q1	$1.08M	Sell	37,163 -821	-2%	-$23.7K	0.23%	31
2019 Q4	$1.08M	Buy	37,984 +1,849	+5%	+$52.7K	0.19%	34
2019 Q3	$1.03M	Sell	36,135 -3,167	-8%	-$90.2K	0.19%	34
2019 Q2	$1.11M	Sell	39,302 -2,396	-6%	-$66.8K	0.19%	35
2019 Q1	$1.16M	Buy	41,698 +1,416	+4%	+$38.7K	0.2%	33
2018 Q4	$1.08M	Sell	40,282 -5,682	-12%	-$153K	0.2%	32
2018 Q3	$1.25M	Sell	45,964 -216	-0.5%	-$5.94K	0.21%	32
2018 Q2	$1.28M	Sell	46,180 -360	-0.8%	-$9.94K	0.22%	30
2018 Q1	$1.3M	Buy	46,540 +574	+1%	+$15.9K	0.22%	30
2017 Q4	$1.29M	Buy	45,966 +3,486	+8%	+$98.3K	0.22%	31
2017 Q3	$1.2M	Sell	42,480 -2,736	-6%	-$77.3K	0.21%	31
2017 Q2	$1.27M	Sell	45,216 -1,018	-2%	-$28.8K	0.19%	38
2017 Q1	$1.32M	Buy	46,234 +744	+2%	+$21.1K	0.18%	39
2016 Q4	$1.28M	Sell	45,490 -662	-1%	-$18.8K	0.18%	40
2016 Q3	$1.34M	Buy	46,152 +388	+0.8%	+$11.2K	0.2%	40
2016 Q2	$1.33M	Buy	45,764 +754	+2%	+$21.6K	0.21%	41
2016 Q1	$1.29M	Buy	45,010 +5,126	+13%	+$143K	0.23%	35
2015 Q4	$1.09M	Buy	39,884 +1,412	+4%	+$38.9K	0.24%	28
2015 Q3	$1.06M	Sell	38,472 -7,884	-17%	-$219K	0.24%	27
2015 Q2	$1.29M	Buy	46,356 +1,078	+2%	+$30.3K	0.27%	26
2015 Q1	$1.28M	Buy	45,278 +1,622	+4%	+$45.9K	0.27%	26
2014 Q4	$1.22M	Buy	43,656 +1,252	+3%	+$35.2K	0.28%	19
2014 Q3	$1.18M	Buy	42,404 +1,622	+4%	+$46.1K	0.27%	18
2014 Q2	$1.17M	Sell	40,782 -940	-2%	-$26.6K	0.27%	18
2014 Q1	$1.16M	Sell	41,722 -5,904	-12%	-$164K	0.28%	17
2013 Q4	$1.3M	Buy	47,626 +2	+0%	+$55	0.31%	17
2013 Q3	$1.33M	Buy	+47,624	New	+$1.32M	0.34%	17

Other funds holding SPIP

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Efficient Advisors's SPIP Position: Q2 2025 in Review

Efficient Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 9,009 shares — an estimated $238K sold.

Efficient Advisors first reported a position in SPIP in Q3 2013 and held it in 47 quarters. The position peaked at $1.34M in Q3 2016. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Efficient Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Efficient Advisors sold 9,009 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $238K.
Efficient Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2013 and held it in 47 quarters.
Efficient Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.34M in Q3 2016.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Efficient Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.