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EH
Equitable Holdings’s
State Street SPDR Portfolio TIPS ETF
SPIP
Stock Holding History
Equitable Holdings’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
$727K
Sell
28,014
-791
-3%
-$20.7K
﹤0.01%
1102
2025
Q4
$747K
Buy
+28,805
New
+$755K
0.01%
963
2024
Q3
–
Sell
-27,371
Closed
-$696K
–
1307
2024
Q2
$696K
Buy
27,371
+826
+3%
+$20.9K
0.01%
739
2024
Q1
$680K
Buy
26,545
+741
+3%
+$19K
0.01%
715
2023
Q4
$660K
Buy
25,804
+7,328
+40%
+$183K
0.01%
686
2023
Q3
$459K
Buy
18,476
+10,424
+129%
+$264K
0.01%
746
2023
Q2
$208K
Sell
8,052
-836
-9%
-$21.9K
﹤0.01%
976
2023
Q1
$237K
Sell
8,888
-7,285
-45%
-$191K
﹤0.01%
869
2022
Q4
$417K
Sell
16,173
-7,450
-32%
-$192K
0.01%
662
2022
Q3
$599K
Sell
23,623
-19,464
-45%
-$533K
0.01%
520
2022
Q2
$1.19M
Buy
43,087
+20,758
+93%
+$596K
0.02%
369
2022
Q1
$676K
Sell
22,329
-6,706
-23%
-$205K
0.01%
508
2021
Q4
$915K
Buy
29,035
+1,681
+6%
+$52.8K
0.01%
417
2021
Q3
$851K
Buy
27,354
+2,263
+9%
+$71.1K
0.01%
414
2021
Q2
$781K
Buy
+25,091
New
+$775K
0.01%
428
2020
Q4
–
Sell
-16,302
Closed
-$503K
–
702
2020
Q3
$503K
Buy
16,302
+6,302
+63%
+$194K
0.01%
413
2020
Q2
$301K
Buy
+10,000
New
+$298K
0.01%
507
Other funds holding SPIP
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B 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
$70.5B AUM
21.68%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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