GWM
SPIP icon

Gilpin Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Gilpin Wealth Management’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
Q3 		$103K Sell
4,245
-200
-4% -$5.01K 0.07% 189
2026
Q2 		$114K Sell
4,445
-530
-11% -$13.7K 0.08% 169
2026
Q1 		$129K Sell
4,975
-1,360
-21% -$35.5K 0.1% 146
2025
Q4 		$164K Buy
+6,335
New +$166K 0.13% 130

Other funds holding SPIP

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Gilpin Wealth Management's SPIP Position: Q3 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.5% in Q3 2026, selling an estimated $5.01K and leaving 4,245 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #189.

Gilpin Wealth Management first reported a position in SPIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $164K in Q4 2025. 18 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Gilpin Wealth Management held 4,245 shares of State Street SPDR Portfolio TIPS ETF worth $103K as of Q3 2026.
  • Gilpin Wealth Management sold 200 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $5.01K.
  • State Street SPDR Portfolio TIPS ETF made up 0.07% of Gilpin Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Gilpin Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $164K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.