Financial Strategies Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Financial Strategies Group’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 Q1	$329K	Buy	12,529 +1,596	+15%	+$41.7K	0.06%	81
2025 Q4	$284K	Hold	10,933	–	–	0.05%	84
2025 Q3	$287K	Buy	10,933 +77	+0.7%	+$2.01K	0.05%	85
2025 Q2	$281K	Buy	10,856 +57	+0.5%	+$1.47K	0.06%	87
2025 Q1	$277K	Sell	10,799 -29	-0.3%	-$748	0.07%	86
2024 Q4	$273K	Hold	10,828	–	–	0.07%	89
2024 Q3	$282K	Hold	10,828	–	–	0.07%	90
2024 Q2	$275K	Sell	10,828 -450	-4%	-$11.4K	0.07%	81
2024 Q1	$287K	Buy	11,278 +61	+0.5%	+$1.56K	0.08%	67
2023 Q4	$286K	Sell	11,217 -257	-2%	-$6.43K	0.08%	69
2023 Q3	$282K	Buy	+11,474	New	+$291K	0.09%	68
2023 Q1	–	Sell	-30,668	Closed	-$790K	–	82
2022 Q4	$790K	Sell	30,668 -9,838	-24%	-$254K	0.33%	44
2022 Q3	$1.03M	Buy	40,506 +21,257	+110%	+$582K	0.47%	38
2022 Q2	$530K	Buy	19,249 +9,366	+95%	+$269K	0.22%	53
2022 Q1	$299K	Buy	+9,883	New	+$302K	0.12%	74

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Strategies Group's SPIP Position: Q1 2026 in Review

Financial Strategies Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 15% in Q1 2026, buying an estimated $41.7K and bringing the position to 12,529 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #81.

Financial Strategies Group first reported a position in SPIP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2022. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Financial Strategies Group held 12,529 shares of State Street SPDR Portfolio TIPS ETF worth $329K as of Q1 2026.
Financial Strategies Group bought 1,596 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $41.7K.
State Street SPDR Portfolio TIPS ETF made up 0.06% of Financial Strategies Group's portfolio in Q1 2026, its #81 holding.
Financial Strategies Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 15 quarters since.
Financial Strategies Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.03M in Q3 2022.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.