Independent Advisor Alliance’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Independent Advisor Alliance’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	–	Sell	-47,792	Closed	-$1.24M	–	1550
2026 Q1	$1.24M	Buy	+47,792	New	+$1.25M	0.01%	721
2025 Q1	–	Sell	-41,872	Closed	-$1.06M	–	1293
2024 Q4	$1.06M	Buy	+41,872	New	+$1.08M	0.01%	715

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

Independent Advisor Alliance's SPIP Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 47,792 shares — an estimated $1.24M sold.

Independent Advisor Alliance first reported a position in SPIP in Q4 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2026. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 47,792 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $1.24M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio TIPS ETF position peaked at $1.24M in Q1 2026.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.