Financial Management Professionals’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Financial Management Professionals’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	$26	Hold	1	–	–	﹤0.01%	1045
2026 Q1	$26	Hold	1	–	–	﹤0.01%	959
2025 Q4	$26	Hold	1	–	–	﹤0.01%	964
2025 Q3	$26	Hold	1	–	–	﹤0.01%	945
2025 Q2	$26	Hold	1	–	–	﹤0.01%	1012
2025 Q1	$26	Hold	1	–	–	﹤0.01%	991
2024 Q4	$25	Hold	1	–	–	﹤0.01%	981
2024 Q3	$0	Hold	1	–	–	﹤0.01%	1033
2024 Q2	$0	Hold	1	–	–	﹤0.01%	1007
2024 Q1	$0	Hold	1	–	–	﹤0.01%	1071
2023 Q4	$0	Hold	1	–	–	﹤0.01%	1043
2023 Q3	$0	Hold	1	–	–	﹤0.01%	1041
2023 Q2	$0	Hold	1	–	–	﹤0.01%	1091
2023 Q1	$0	Hold	1	–	–	﹤0.01%	1132
2022 Q4	$0	Buy	+1	New	+$26	﹤0.01%	1063

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

Financial Management Professionals's SPIP Position: Q2 2026 in Review

Financial Management Professionals held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Financial Management Professionals first reported a position in SPIP in Q4 2022 and has held it in 15 quarters since. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Financial Management Professionals held 1 share of State Street SPDR Portfolio TIPS ETF worth $26 as of Q2 2026.
Financial Management Professionals 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 Financial Management Professionals's portfolio in Q2 2026, its #1045 holding.
Financial Management Professionals first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and has held it in 15 quarters since.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.