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 Q2	$2.37M	Buy	92,292 +11,768	+15%	+$305K	0.02%	366
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

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

Foundations Investment Advisors's SPIP Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 15% in Q2 2026, buying an estimated $305K and bringing the position to 92,292 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #366.

Foundations Investment Advisors first reported a position in SPIP in Q2 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q2 2023. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Foundations Investment Advisors held 92,292 shares of State Street SPDR Portfolio TIPS ETF worth $2.37M as of Q2 2026.
Foundations Investment Advisors bought 11,768 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $305K.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #366 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $10.1M in Q2 2023.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.