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

Greenline 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 Q3	–	Sell	-109,394	Closed	-$2.85M	–	151
2025 Q2	$2.85M	Sell	109,394 -6,114	-5%	-$158K	0.38%	62
2025 Q1	$3.05M	Sell	115,508 -210,717	-65%	-$5.44M	0.44%	57
2024 Q4	$8.26M	Sell	326,225 -6,426	-2%	-$165K	1.16%	22
2024 Q3	$8.74M	Buy	332,651 +2,756	+0.8%	+$71.2K	1.25%	23
2024 Q2	$8.31M	Buy	329,895 +3,025	+0.9%	+$76.6K	1.26%	23
2024 Q1	$8.37M	Sell	326,870 -106,286	-25%	-$2.72M	1.33%	19
2023 Q4	$11.1M	Buy	+433,156	New	+$10.8M	1.87%	13

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenline Partners's SPIP Position: Q3 2025 in Review

Greenline Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 109,394 shares — an estimated $2.85M sold.

Greenline Partners first reported a position in SPIP in Q4 2023 and held it in 7 quarters. The position peaked at $11.1M in Q4 2023. 210 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

Greenline Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
Greenline Partners sold 109,394 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $2.85M.
Greenline Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 7 quarters.
Greenline Partners's State Street SPDR Portfolio TIPS ETF position peaked at $11.1M in Q4 2023.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Greenline Partners's 13F filing for Q3 2025, filed 17 Nov 2025.