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 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

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

Essential Partners's SPIP Position: Q2 2026 in Review

Essential Partners held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 457 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #1154.

Essential Partners first reported a position in SPIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.2K in Q2 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Essential Partners held 457 shares of State Street SPDR Portfolio TIPS ETF worth $11.7K as of Q2 2026.
Essential Partners left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1154 holding.
Essential Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2025 and has held it in 5 quarters since.
Essential Partners's State Street SPDR Portfolio TIPS ETF position peaked at $20.2K in Q2 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.