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

Ehrlich Financial Group’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	-49,692	Closed	-$1.31M	–	119
2025 Q1	$1.31M	Buy	+49,692	New	+$1.28M	0.96%	31
2024 Q3	–	Sell	-43,826	Closed	-$1.11M	–	123
2024 Q2	$1.11M	Buy	43,826 +2,323	+6%	+$58.8K	0.88%	27
2024 Q1	$1.06M	Buy	+41,503	New	+$1.06M	0.9%	27

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

Ehrlich Financial Group's SPIP Position: Q2 2025 in Review

Ehrlich Financial Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 49,692 shares — an estimated $1.31M sold.

Ehrlich Financial Group first reported a position in SPIP in Q1 2024 and held it in 3 quarters. The position peaked at $1.31M in Q1 2025. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Ehrlich Financial Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Ehrlich Financial Group sold 49,692 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $1.31M.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2024 and held it in 3 quarters.
Ehrlich Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.31M in Q1 2025.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Ehrlich Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.