FIA
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Foundations Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Foundations Investment 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
Q1 		$2.09M Buy
80,524
+21,701
+37% +$567K 0.03% 368
2025
Q4 		$1.53M Buy
58,823
+10,595
+22% +$278K 0.02% 404
2025
Q3 		$1.27M Buy
48,228
+7,924
+20% +$207K 0.02% 418
2025
Q2 		$1.05M Buy
40,304
+16,478
+69% +$426K 0.02% 424
2025
Q1 		$629K Buy
23,826
+1,940
+9% +$50.1K 0.01% 514
2024
Q4 		$554K Buy
+21,886
New +$563K 0.01% 521
2024
Q2 		– Sell
-319,619
Closed -$8.19M – 798
2024
Q1 		$8.19M Sell
319,619
-16,494
-5% -$422K 0.21% 85
2023
Q4 		$8.7M Sell
336,113
-36,010
-10% -$901K 0.23% 86
2023
Q3 		$9.24M Sell
372,123
-20,378
-5% -$517K 0.28% 68
2023
Q2 		$10.1M Buy
+392,501
New +$10.3M 0.34% 54

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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 $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return