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IFG Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

IFG Advisory’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 		$8.9M Buy
+346,590
New +$8.99M 0.31% 89
2026
Q1 		– Sell
-202,235
Closed -$5.25M – 794
2025
Q4 		$5.25M Buy
202,235
+11,654
+6% +$306K 0.23% 119
2025
Q3 		$5.02M Buy
190,581
+18,750
+11% +$490K 0.23% 116
2025
Q2 		$4.48M Buy
171,831
+10,508
+7% +$272K 0.22% 119
2025
Q1 		$4.26M Buy
161,323
+10,807
+7% +$279K 0.24% 114
2024
Q4 		$3.81M Buy
150,516
+12,034
+9% +$310K 0.22% 121
2024
Q3 		$3.64M Buy
138,482
+1,729
+1% +$44.7K 0.23% 130
2024
Q2 		$3.48M Sell
136,753
-28
-0% -$709 0.22% 119
2024
Q1 		$3.5M Sell
136,781
-641
-0.5% -$16.4K 0.26% 116
2023
Q4 		$3.51M Buy
137,422
+570
+0.4% +$14.3K 0.26% 111
2023
Q3 		$3.4M Buy
136,852
+777
+0.6% +$19.7K 0.29% 90
2023
Q2 		$3.52M Buy
136,075
+124,533
+1,079% +$3.26M 0.31% 85
2023
Q1 		$308K Hold
11,542
– – 0.03% 400
2022
Q4 		$297K Sell
11,542
-271
-2% -$6.99K 0.03% 403
2022
Q3 		$299K Sell
11,813
-14,829
-56% -$406K 0.03% 412
2022
Q2 		$733K Buy
26,642
+2,666
+11% +$76.6K 0.08% 241
2022
Q1 		$725K Buy
23,976
+833
+4% +$25.5K 0.07% 245
2021
Q4 		$729K Buy
23,143
+2,668
+13% +$83.8K 0.07% 237
2021
Q3 		$636K Buy
20,475
+147
+0.7% +$4.62K 0.07% 242
2021
Q2 		$633K Sell
20,328
-1,292
-6% -$39.9K 0.07% 252
2021
Q1 		$660K Buy
+21,620
New +$666K 0.08% 254

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

IFG Advisory's SPIP Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 346,590 shares worth $8.9M. The stake represents 0.31% of the portfolio and ranks #89 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPIP as recently as Q4 2025.

IFG Advisory first reported a position in SPIP in Q1 2021 and has held it in 21 quarters since. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • IFG Advisory held 346,590 shares of State Street SPDR Portfolio TIPS ETF worth $8.9M as of Q2 2026.
  • State Street SPDR Portfolio TIPS ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Portfolio TIPS ETF made up 0.31% of IFG Advisory's portfolio in Q2 2026, its #89 holding.
  • IFG Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and has held it in 21 quarters since.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.