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

Fairway Wealth’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	$70.6K	Buy	2,749 +472	+21%	+$12.2K	0.02%	101
2026 Q1	$59.2K	Buy	2,277 +4	+0.2%	+$104	0.02%	119
2025 Q4	$59K	Buy	2,273 +140	+7%	+$3.67K	0.02%	91
2025 Q3	$56.1K	Sell	2,133 -968	-31%	-$25.3K	0.02%	93
2025 Q2	$80.8K	Sell	3,101 -61	-2%	-$1.58K	0.03%	80
2025 Q1	$83.4K	Hold	3,162	–	–	0.03%	80
2024 Q4	$80K	Buy	3,162 +13	+0.4%	+$335	0.04%	80
2024 Q3	$82.8K	Sell	3,149 -531	-14%	-$13.7K	0.04%	59
2024 Q2	$93.5K	Buy	3,680 +5	+0.1%	+$127	0.06%	58
2024 Q1	$94.2K	Buy	3,675 +2	+0.1%	+$51	0.06%	52
2023 Q4	$93.9K	Buy	+3,673	New	+$91.9K	0.07%	49

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

Fairway Wealth's SPIP Position: Q2 2026 in Review

Fairway Wealth increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 21% in Q2 2026, buying an estimated $12.2K and bringing the position to 2,749 shares worth $70.6K. The position accounts for 0.02% of the portfolio, ranked #101.

Fairway Wealth first reported a position in SPIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $94.2K in Q1 2024. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Fairway Wealth held 2,749 shares of State Street SPDR Portfolio TIPS ETF worth $70.6K as of Q2 2026.
Fairway Wealth bought 472 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Fairway Wealth's portfolio in Q2 2026, its #101 holding.
Fairway Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Fairway Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $94.2K in Q1 2024.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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