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GF
Gries Financial’s
State Street SPDR Portfolio TIPS ETF
SPIP
Stock Holding History
Gries Financial’s Portfolio
SPIP Stock Details
SPIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$250K
Sell
9,502
-2,141
-18%
-$56K
0.04%
264
2025
Q2
$303K
Sell
11,643
-13,402
-54%
-$346K
0.06%
219
2025
Q1
$661K
Sell
25,045
-101,083
-80%
-$2.61M
0.13%
141
2024
Q4
$3.19M
Buy
126,128
+3,835
+3%
+$98.7K
0.57%
34
2024
Q3
$3.21M
Buy
122,293
+4,216
+4%
+$109K
0.6%
29
2024
Q2
$3M
Buy
118,077
+1,654
+1%
+$41.9K
0.62%
32
2024
Q1
$2.98M
Buy
116,423
+5,619
+5%
+$144K
0.5%
45
2023
Q4
$2.83M
Buy
110,804
+5,541
+5%
+$139K
0.62%
33
2023
Q3
$2.61M
Buy
+105,263
New
+$2.67M
0.7%
28
2023
Q1
–
Sell
-10,618
Closed
-$274K
–
173
2022
Q4
$274K
Sell
10,618
-131,203
-93%
-$3.38M
0.09%
134
2022
Q3
$3.6M
Buy
+141,821
New
+$3.88M
1.52%
10
2022
Q2
–
Sell
-80,121
Closed
-$2.42M
–
153
2022
Q1
$2.42M
Buy
+80,121
New
+$2.45M
0.89%
25
Other funds holding SPIP
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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
$70.5B AUM
21.68%
1-Year Est. Return
SMM
Stadion Money Management
Watkinsville, Georgia
$994M AUM
15.96%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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