EP
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Essential Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Essential Partners’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 		$11.1K Hold
457
– – 0.01% 1148
2026
Q2 		$11.7K Hold
457
– – 0.01% 1154
2026
Q1 		$11.9K Sell
457
-190
-29% -$4.96K ﹤0.01% 1168
2025
Q4 		$16.8K Hold
647
– – 0.01% 975
2025
Q3 		$17K Sell
647
-130
-17% -$3.4K 0.01% 948
2025
Q2 		$20.2K Buy
+777
New +$20.1K 0.01% 669

Other funds holding SPIP

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Essential Partners's SPIP Position: Q3 2026 in Review

Essential Partners held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q3 2026 at 457 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #1148.

Essential Partners first reported a position in SPIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.2K in Q2 2025. 18 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Essential Partners held 457 shares of State Street SPDR Portfolio TIPS ETF worth $11.1K as of Q3 2026.
  • Essential Partners left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio TIPS ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1148 holding.
  • Essential Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's State Street SPDR Portfolio TIPS ETF position peaked at $20.2K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.