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
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 $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $377B 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 $70.8B 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

Howe & Rusling's SPIP Position: Q3 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 610 shares — an estimated $15.9K sold.

Howe & Rusling first reported a position in SPIP in Q3 2019 and held it in 3 quarters. The position peaked at $15.9K in Q2 2025. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

Howe & Rusling reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
Howe & Rusling sold 610 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $15.9K.
Howe & Rusling first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and held it in 3 quarters.
Howe & Rusling's State Street SPDR Portfolio TIPS ETF position peaked at $15.9K in Q2 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.