Grey Fox Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Grey Fox Wealth Advisors’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	–	Sell	-120	Closed	-$3.15K	–	536
2025 Q3	$3.15K	Buy	+120	New	+$3.14K	﹤0.01%	515
2023 Q2	–	Sell	-128	Closed	-$3.41K	–	447
2023 Q1	$3.41K	Hold	128	–	–	﹤0.01%	380
2022 Q4	$3.3K	Buy	+128	New	+$3.3K	﹤0.01%	332

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 $755M AUM 20.43% 1-Year Est. Return

Grey Fox Wealth Advisors's SPIP Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 120 shares — an estimated $3.15K sold.

Grey Fox Wealth Advisors first reported a position in SPIP in Q4 2022 and held it in 3 quarters. The position peaked at $3.41K in Q1 2023. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 120 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $3.15K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3.41K in Q1 2023.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.