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

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 $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

Gries Financial's SPIP Position: Q3 2025 in Review

Gries Financial reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 18% in Q3 2025, selling an estimated $56K and leaving 9,502 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #264.

Gries Financial first reported a position in SPIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.6M in Q3 2022. 210 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

Gries Financial held 9,502 shares of State Street SPDR Portfolio TIPS ETF worth $250K as of Q3 2025.
Gries Financial sold 2,141 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $56K.
State Street SPDR Portfolio TIPS ETF made up 0.04% of Gries Financial's portfolio in Q3 2025, its #264 holding.
Gries Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 12 quarters since.
Gries Financial's State Street SPDR Portfolio TIPS ETF position peaked at $3.6M in Q3 2022.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.