Independent Wealth Network’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Independent Wealth Network’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	$265K	Sell	10,330 -158	-2%	-$4.1K	0.07%	264
2026 Q1	$273K	Buy	+10,488	New	+$274K	0.08%	230

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 Wealth Network's SPIP Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.5% in Q2 2026, selling an estimated $4.1K and leaving 10,330 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #264.

Independent Wealth Network first reported a position in SPIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Independent Wealth Network held 10,330 shares of State Street SPDR Portfolio TIPS ETF worth $265K as of Q2 2026.
Independent Wealth Network sold 158 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $4.1K.
State Street SPDR Portfolio TIPS ETF made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #264 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2026 and has held it in 2 quarters since.
Independent Wealth Network's State Street SPDR Portfolio TIPS ETF position peaked at $273K in Q1 2026.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.