Envestnet Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Envestnet Asset Management’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 Q2	$10.1M	Sell	391,911 -17,509	-4%	-$454K	﹤0.01%	1942
2026 Q1	$10.6M	Sell	409,420 -4,986	-1%	-$130K	﹤0.01%	1791
2025 Q4	$10.8M	Sell	414,406 -12,392	-3%	-$325K	﹤0.01%	1646
2025 Q3	$11.2M	Buy	426,798 +326	+0.1%	+$8.52K	﹤0.01%	1685
2025 Q2	$11.1M	Buy	426,472 +77,423	+22%	+$2M	﹤0.01%	1668
2025 Q1	$9.21M	Sell	349,049 -16,601	-5%	-$428K	﹤0.01%	1724
2024 Q4	$9.25M	Sell	365,650 -16,596	-4%	-$427K	﹤0.01%	1708
2024 Q3	$10M	Sell	382,246 -38,865	-9%	-$1M	﹤0.01%	1626
2024 Q2	$10.7M	Sell	421,111 -27,246	-6%	-$690K	﹤0.01%	1509
2024 Q1	$11.5M	Sell	448,357 -35,468	-7%	-$907K	﹤0.01%	1444
2023 Q4	$12.4M	Sell	483,825 -65,181	-12%	-$1.63M	0.01%	1304
2023 Q3	$13.6M	Sell	549,006 -45,879	-8%	-$1.16M	0.01%	1192
2023 Q2	$15.4M	Sell	594,885 -217,065	-27%	-$5.67M	0.01%	1059
2023 Q1	$21.7M	Sell	811,950 -60,513	-7%	-$1.58M	0.01%	842
2022 Q4	$22.5M	Sell	872,463 -109,489	-11%	-$2.82M	0.01%	800
2022 Q3	$24.9M	Sell	981,952 -159,268	-14%	-$4.36M	0.01%	671
2022 Q2	$31.4M	Sell	1,141,220 -23,233	-2%	-$667K	0.02%	589
2022 Q1	$35.2M	Buy	1,164,453 +106,089	+10%	+$3.24M	0.02%	608
2021 Q4	$33.3M	Buy	1,058,364 +91,056	+9%	+$2.86M	0.02%	637
2021 Q3	$30.1M	Sell	967,308 -379,288	-28%	-$11.9M	0.02%	627
2021 Q2	$41.9M	Buy	1,346,596 +140,055	+12%	+$4.33M	0.02%	505
2021 Q1	$36.9M	Buy	1,206,541 +625,234	+108%	+$19.3M	0.02%	496
2020 Q4	$18.1M	Sell	581,307 -62,983	-10%	-$1.94M	0.01%	655
2020 Q3	$19.9M	Buy	644,290 +45,728	+8%	+$1.41M	0.02%	558
2020 Q2	$18M	Buy	598,562 +240,759	+67%	+$7.17M	0.02%	558
2020 Q1	$10.4M	Sell	357,803 -23,384	-6%	-$675K	0.01%	665
2019 Q4	$10.9M	Buy	381,187 +56,955	+18%	+$1.62M	0.01%	772
2019 Q3	$9.25M	Sell	324,232 -102,660	-24%	-$2.92M	0.01%	784
2019 Q2	$12.1M	Buy	426,892 +170,540	+67%	+$4.76M	0.02%	648
2019 Q1	$7.14M	Sell	256,352 -73,238	-22%	-$2M	0.01%	837
2018 Q4	$8.88M	Buy	329,590 +313,330	+1,927%	+$8.42M	0.01%	648
2018 Q3	$443K	Sell	16,260 -44,972	-73%	-$1.24M	﹤0.01%	943
2018 Q2	$1.7M	Buy	61,232 +1,726	+3%	+$47.6K	﹤0.01%	861
2018 Q1	$1.64M	Buy	59,506 +27,592	+86%	+$766K	﹤0.01%	767
2017 Q4	$898K	Buy	31,914 +5,218	+20%	+$147K	﹤0.01%	1247
2017 Q3	$753K	Buy	26,696 +10,534	+65%	+$297K	﹤0.01%	1269
2017 Q2	$454K	Buy	16,162 +9,044	+127%	+$256K	﹤0.01%	1533
2017 Q1	$203K	Buy	7,118 +3,846	+118%	+$109K	﹤0.01%	1913
2016 Q4	$91K	Buy	+3,272	New	+$93.1K	﹤0.01%	2222
2016 Q3	–	Sell	-4,544	Closed	-$132K	–	3048
2016 Q2	$132K	Sell	4,544 -528	-10%	-$15.1K	﹤0.01%	2312
2016 Q1	$145K	Sell	5,072 -6,078	-55%	-$169K	﹤0.01%	2236
2015 Q4	$305K	Buy	11,150 +5,092	+84%	+$140K	﹤0.01%	1824
2015 Q3	$167K	Buy	+6,058	New	+$168K	﹤0.01%	2105
2015 Q2	–	Sell	-8,104	Closed	-$230K	–	2261
2015 Q1	$230K	Sell	8,104 -1,110	-12%	-$31.4K	﹤0.01%	1903
2014 Q4	$258K	Buy	9,214 +8,452	+1,109%	+$238K	﹤0.01%	919
2014 Q3	$21K	Buy	762 +414	+119%	+$11.8K	﹤0.01%	1868
2014 Q2	$10K	Buy	348 +4	+1%	+$113	﹤0.01%	2042
2014 Q1	$10K	Buy	344 +178	+107%	+$4.94K	﹤0.01%	1889
2013 Q4	$5K	Hold	166	–	–	﹤0.01%	2011
2013 Q3	$5K	Sell	166 -686	-81%	-$19K	﹤0.01%	1932
2013 Q2	$24K	Buy	+852	New	+$25.1K	﹤0.01%	1380

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Envestnet Asset Management's SPIP Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.3% in Q2 2026, selling an estimated $454K and leaving 391,911 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Envestnet Asset Management first reported a position in SPIP in Q2 2013 and has held it in 51 quarters since. The position peaked at $41.9M in Q2 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Envestnet Asset Management held 391,911 shares of State Street SPDR Portfolio TIPS ETF worth $10.1M as of Q2 2026.
Envestnet Asset Management sold 17,509 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $454K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1942 holding.
Envestnet Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 51 quarters since.
Envestnet Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $41.9M in Q2 2021.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.