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%	1035
2024 Q2	$0	Hold	1	–	–	﹤0.01%	1009
2024 Q1	$0	Hold	1	–	–	﹤0.01%	1073
2023 Q4	$0	Hold	1	–	–	﹤0.01%	1045
2023 Q3	$0	Hold	1	–	–	﹤0.01%	1043
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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return