Howe & Rusling’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Howe & Rusling’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	$9.99K	Buy	+389	New	+$10.1K	﹤0.01%	441
2025 Q3	–	Sell	-610	Closed	-$15.9K	–	489
2025 Q2	$15.9K	Buy	+610	New	+$15.8K	﹤0.01%	398
2024 Q2	–	Sell	-1	Closed	-$26	–	388
2024 Q1	$26	Buy	+1	New	+$26	﹤0.01%	384
2019 Q4	–	Sell	-426	Closed	-$12K	–	880
2019 Q3	$12K	Buy	+426	New	+$12.1K	﹤0.01%	448

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

Howe & Rusling's SPIP Position: Q2 2026 in Review

Howe & Rusling opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 389 shares worth $9.99K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in SPIP as recently as Q2 2025.

Howe & Rusling first reported a position in SPIP in Q3 2019 and has held it in 4 quarters since. The position peaked at $15.9K in Q2 2025. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Howe & Rusling held 389 shares of State Street SPDR Portfolio TIPS ETF worth $9.99K as of Q2 2026.
State Street SPDR Portfolio TIPS ETF was a new Howe & Rusling position in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #441 holding.
Howe & Rusling first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and has held it in 4 quarters since.
Howe & Rusling's State Street SPDR Portfolio TIPS ETF position peaked at $15.9K in Q2 2025.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.