Hoey Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Hoey Investments’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 Q1	–	Sell	-172	Closed	-$4.46K	–	444
2025 Q4	$4.46K	Buy	+172	New	+$4.51K	﹤0.01%	297

Other funds holding SPIP

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $6.97B AUM 16.14% 1-Year Est. Return

3AM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoey Investments's SPIP Position: Q1 2026 in Review

Hoey Investments sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 172 shares — an estimated $4.46K sold.

Hoey Investments first reported a position in SPIP in Q4 2025 and held it in 1 quarter. The position peaked at $4.46K in Q4 2025. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Hoey Investments reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
Hoey Investments sold 172 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $4.46K.
Hoey Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2025 and held it in 1 quarter.
Hoey Investments's State Street SPDR Portfolio TIPS ETF position peaked at $4.46K in Q4 2025.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.