FFA
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Frazier Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Frazier Financial 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 		$9.1K Hold
350
– – 0.01% 428
2025
Q4 		$9.08K Hold
350
– – 0.01% 373
2025
Q3 		$9.21K Hold
350
– – 0.01% 362
2025
Q2 		$9.12K Hold
350
– – 0.01% 363
2025
Q1 		$9.23K Hold
350
– – 0.01% 349
2024
Q4 		$8.87K Hold
350
– – 0.01% 362
2024
Q3 		$9.2K Hold
350
– – 0.01% 396
2024
Q2 		$8.9K Hold
350
– – 0.01% 470
2024
Q1 		$8.97K Hold
350
– – 0.01% 440
2023
Q4 		$8.95K Buy
+350
New +$8.76K 0.01% 369

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