EverSource Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

EverSource Wealth Advisors’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	$7.99K	Hold	311	–	–	﹤0.01%	3037
2026 Q1	$8.09K	Hold	311	–	–	﹤0.01%	3029
2025 Q4	$8.07K	Hold	311	–	–	﹤0.01%	2904
2025 Q3	$8.18K	Buy	311 +242	+351%	+$6.33K	﹤0.01%	2927
2025 Q2	$1.8K	Hold	69	–	–	﹤0.01%	3542
2025 Q1	$1.82K	Buy	+69	New	+$1.78K	﹤0.01%	2968
2023 Q4	–	Sell	-69	Closed	-$1.71K	–	2736
2023 Q3	$1.71K	Buy	+69	New	+$1.75K	﹤0.01%	2057

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

EverSource Wealth Advisors's SPIP Position: Q2 2026 in Review

EverSource Wealth Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 311 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

EverSource Wealth Advisors first reported a position in SPIP in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.18K in Q3 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

EverSource Wealth Advisors held 311 shares of State Street SPDR Portfolio TIPS ETF worth $7.99K as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #3037 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and has held it in 7 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $8.18K in Q3 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.