Global Financial Private Client’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-305	Closed	-$8.05K	–	1390
2025 Q1	$8.05K	Hold	305	–	–	﹤0.01%	615
2024 Q4	$7.72K	Hold	305	–	–	﹤0.01%	592
2024 Q3	$8.02K	Hold	305	–	–	﹤0.01%	587
2024 Q2	$7.75K	Sell	305 -600	-66%	-$15.2K	﹤0.01%	468
2024 Q1	$23K	Hold	905	–	–	0.01%	385
2023 Q4	$23.1K	Sell	905 -125	-12%	-$3.13K	0.01%	379
2023 Q3	$25.4K	Hold	1,030	–	–	0.01%	349
2023 Q2	$26.4K	Hold	1,030	–	–	0.01%	350
2023 Q1	$27.3K	Sell	1,030 -103	-9%	-$2.7K	0.01%	346
2022 Q4	$29.2K	Sell	1,133 -66	-6%	-$1.7K	0.02%	327
2022 Q3	$30.8K	Hold	1,199	–	–	0.02%	313
2022 Q2	$33.3K	Hold	1,199	–	–	0.02%	302
2022 Q1	$35.9K	Hold	1,199	–	–	0.02%	299
2021 Q4	$37.8K	Buy	+1,199	New	+$37.7K	0.02%	290
2020 Q3	–	Sell	-3,537	Closed	-$107K	–	512
2020 Q2	$107K	Sell	3,537 -188	-5%	-$5.6K	0.09%	145
2020 Q1	$108K	Hold	3,725	–	–	0.11%	136
2019 Q4	$106K	Buy	+3,725	New	+$106K	0.09%	157

Other funds holding SPIP

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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

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

CFS

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Global Financial Private Client's SPIP Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 305 shares — an estimated $8.05K sold.

Global Financial Private Client first reported a position in SPIP in Q4 2019 and held it in 17 quarters. The position peaked at $108K in Q1 2020. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 305 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $8.05K.
Global Financial Private Client first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and held it in 17 quarters.
Global Financial Private Client's State Street SPDR Portfolio TIPS ETF position peaked at $108K in Q1 2020.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.