Hughes Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Hughes Financial Services’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	$20.8M	Buy	808,835 +59,249	+8%	+$1.54M	2.75%	9
2026 Q1	$19.5M	Buy	749,586 +33,997	+5%	+$888K	3%	9
2025 Q4	$18.6M	Buy	715,589 +62,930	+10%	+$1.65M	2.92%	9
2025 Q3	$17.1M	Buy	652,659 +21,823	+3%	+$570K	2.72%	9
2025 Q2	$16.5M	Buy	630,836 +36,255	+6%	+$937K	2.83%	9
2025 Q1	$15.6M	Buy	594,581 +24,635	+4%	+$636K	3.05%	9
2024 Q4	$14.4M	Buy	+569,946	New	+$14.7M	2.96%	10

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hughes Financial Services's SPIP Position: Q2 2026 in Review

Hughes Financial Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 7.9% in Q2 2026, buying an estimated $1.54M and bringing the position to 808,835 shares worth $20.8M. The position accounts for 2.75% of the portfolio, ranked #9.

Hughes Financial Services first reported a position in SPIP in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Hughes Financial Services held 808,835 shares of State Street SPDR Portfolio TIPS ETF worth $20.8M as of Q2 2026.
Hughes Financial Services bought 59,249 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $1.54M.
State Street SPDR Portfolio TIPS ETF made up 2.75% of Hughes Financial Services's portfolio in Q2 2026, its #9 holding.
Hughes Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.