Golden State Equity Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Golden State Equity 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
2026 Q2	–	Sell	-5,112	Closed	-$133K	–	1556
2026 Q1	$133K	Buy	+5,112	New	+$134K	0.01%	693
2024 Q4	–	Sell	-38	Closed	-$998	–	810
2024 Q3	$998	Buy	+38	New	+$982	﹤0.01%	860

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

Golden State Equity Partners's SPIP Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 5,112 shares — an estimated $133K sold.

Golden State Equity Partners first reported a position in SPIP in Q3 2024 and held it in 2 quarters. The position peaked at $133K in Q1 2026. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,112 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $133K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's State Street SPDR Portfolio TIPS ETF position peaked at $133K in Q1 2026.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.