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

HB 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	–	Sell	-9,685	Closed	-$252K	–	1783
2026 Q1	$252K	Hold	9,685	–	–	﹤0.01%	1320
2025 Q4	$251K	Buy	9,685 +129	+1%	+$3.38K	﹤0.01%	1230
2025 Q3	$251K	Sell	9,556 -193	-2%	-$5.04K	﹤0.01%	1162
2025 Q2	$254K	Hold	9,749	–	–	﹤0.01%	1003
2025 Q1	$257K	Buy	9,749 +193	+2%	+$4.98K	﹤0.01%	1031
2024 Q4	$242K	Hold	9,556	–	–	﹤0.01%	903
2024 Q3	$251K	Hold	9,556	–	–	﹤0.01%	817
2024 Q2	$243K	Hold	9,556	–	–	﹤0.01%	784
2024 Q1	$245K	Sell	9,556 -1,889	-17%	-$48.3K	﹤0.01%	726
2023 Q4	$293K	Buy	11,445 +157	+1%	+$3.93K	﹤0.01%	620
2023 Q3	$280K	Buy	11,288 +1,732	+18%	+$43.9K	﹤0.01%	587
2023 Q2	$247K	Hold	9,556	–	–	﹤0.01%	603
2023 Q1	$255K	Sell	9,556 -1	-0%	-$26	﹤0.01%	583
2022 Q4	$246K	Buy	9,557 +1	+0%	+$26	﹤0.01%	582
2022 Q3	$242K	Hold	9,556	–	–	0.01%	490
2022 Q2	$263K	Sell	9,556 -3,201	-25%	-$92K	0.01%	470
2022 Q1	$386K	Buy	12,757 +1	+0%	+$31	0.01%	392
2021 Q4	$402K	Buy	+12,756	New	+$401K	0.01%	344

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

HB Wealth Management's SPIP Position: Q2 2026 in Review

HB Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 9,685 shares — an estimated $252K sold.

HB Wealth Management first reported a position in SPIP in Q4 2021 and held it in 18 quarters. The position peaked at $402K in Q4 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

HB Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 9,685 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $252K.
HB Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 18 quarters.
HB Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $402K in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.