Global Retirement Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Global Retirement Partners’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 Q4	$319K	Sell	12,307 -549	-4%	-$14.4K	0.01%	1207
2025 Q3	$338K	Sell	12,856 -3,086	-19%	-$80.7K	0.01%	928
2025 Q2	$415K	Buy	+15,942	New	+$412K	0.01%	798
2024 Q4	$395K	Sell	15,604 -4,747	-23%	-$122K	0.01%	713
2024 Q3	$535K	Sell	20,351 -2,883	-12%	-$74.5K	0.02%	615
2024 Q2	$591K	Sell	23,234 -3,246	-12%	-$82.2K	0.02%	564
2024 Q1	$678K	Sell	26,480 -528	-2%	-$13.5K	0.03%	455
2023 Q4	$694K	Sell	27,008 -6,000	-18%	-$150K	0.03%	420
2023 Q3	$811K	Buy	33,008 +5,299	+19%	+$134K	0.04%	346
2023 Q2	$716K	Sell	27,709 -382	-1%	-$9.99K	0.04%	381
2023 Q1	$742K	Buy	28,091 +670	+2%	+$17.5K	0.04%	361
2022 Q4	$706K	Sell	27,421 -7,292	-21%	-$188K	0.05%	314
2022 Q3	$891K	Buy	34,713 +17,079	+97%	+$468K	0.07%	255
2022 Q2	$485K	Buy	17,634 +1,437	+9%	+$41.3K	0.04%	358
2022 Q1	$466K	Buy	16,197 +8,676	+115%	+$265K	0.04%	370
2021 Q4	$237K	Buy	7,521 +4,461	+146%	+$140K	0.18%	45
2021 Q3	$95K	Buy	3,060 +1,500	+96%	+$47.1K	0.01%	667
2021 Q2	$49K	Hold	1,560	–	–	0.01%	862
2021 Q1	$48K	Hold	1,560	–	–	0.01%	815
2020 Q4	$49K	Hold	1,560	–	–	0.01%	729
2020 Q3	$48K	Hold	1,560	–	–	0.01%	654
2020 Q2	$47K	Hold	1,560	–	–	0.01%	660
2020 Q1	$45K	Hold	1,560	–	–	0.01%	594
2019 Q4	$45K	Hold	1,560	–	–	0.01%	667
2019 Q3	$44K	Hold	1,560	–	–	0.01%	656
2019 Q2	$44K	Hold	1,560	–	–	0.01%	642
2019 Q1	$43K	Hold	1,560	–	–	0.01%	583
2018 Q4	$42K	Hold	1,560	–	–	0.01%	542
2018 Q3	$42K	Hold	1,560	–	–	0.01%	608
2018 Q2	$43K	Hold	1,560	–	–	0.01%	575
2018 Q1	$43K	Hold	1,560	–	–	0.01%	568
2017 Q4	$44K	Hold	1,560	–	–	0.01%	528
2017 Q3	$45K	Hold	1,560	–	–	0.02%	457
2017 Q2	$45K	Hold	1,560	–	–	0.02%	424
2017 Q1	$45K	Hold	1,560	–	–	0.03%	395
2016 Q4	$45K	Buy	+1,560	New	+$44.4K	0.03%	369

Other funds holding SPIP

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

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

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

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

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

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Global Retirement Partners's SPIP Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.3% in Q4 2025, selling an estimated $14.4K and leaving 12,307 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #1207.

Global Retirement Partners first reported a position in SPIP in Q4 2016 and has held it in 36 quarters since. The position peaked at $891K in Q3 2022. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Global Retirement Partners held 12,307 shares of State Street SPDR Portfolio TIPS ETF worth $319K as of Q4 2025.
Global Retirement Partners sold 549 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $14.4K.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1207 holding.
Global Retirement Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2016 and has held it in 36 quarters since.
Global Retirement Partners's State Street SPDR Portfolio TIPS ETF position peaked at $891K in Q3 2022.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.