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

Golden State 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 Q2	$204K	Sell	7,929 -10	-0.1%	-$259	0.02%	418
2026 Q1	$207K	Buy	7,939 +504	+7%	+$13.2K	0.02%	381
2025 Q4	$193K	Buy	7,435 +1,231	+20%	+$32.3K	0.02%	398
2025 Q3	$163K	Buy	6,204 +103	+2%	+$2.69K	0.02%	413
2025 Q2	$159K	Buy	6,101 +8	+0.1%	+$207	0.02%	399
2025 Q1	$161K	Buy	6,093 +313	+5%	+$8.08K	0.02%	370
2024 Q4	$146K	Buy	+5,780	New	+$149K	0.02%	370
2020 Q4	–	Sell	-1,705	Closed	-$53K	–	397
2020 Q3	$53K	Buy	+1,705	New	+$52.4K	0.02%	324
2020 Q2	–	Sell	-1,719	Closed	-$50K	–	824
2020 Q1	$50K	Buy	+1,719	New	+$49.6K	0.02%	360
2019 Q4	–	Sell	-4,278	Closed	-$122K	–	796
2019 Q3	$122K	Buy	4,278 +556	+15%	+$15.8K	0.04%	286
2019 Q2	$105K	Buy	3,722 +1,652	+80%	+$46.1K	0.03%	323
2019 Q1	$58K	Buy	+2,070	New	+$56.5K	0.02%	410

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 Wealth Management's SPIP Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.13% in Q2 2026, selling an estimated $259 and leaving 7,929 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #418.

Golden State Wealth Management first reported a position in SPIP in Q1 2019 and has held it in 12 quarters since. The position peaked at $207K in Q1 2026. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Golden State Wealth Management held 7,929 shares of State Street SPDR Portfolio TIPS ETF worth $204K as of Q2 2026.
Golden State Wealth Management sold 10 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $259.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #418 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $207K 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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.