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Insight Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Insight Advisors’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
Q2 		– Sell
-8,872
Closed -$234K – 307
2025
Q1 		$234K Sell
8,872
-2,284
-20% -$58.9K 0.04% 255
2024
Q4 		$283K Sell
11,156
-27,770
-71% -$715K 0.05% 233
2024
Q3 		$1.02M Sell
38,926
-42,228
-52% -$1.09M 0.18% 93
2024
Q2 		$2.06M Sell
81,154
-35,938
-31% -$910K 0.37% 45
2024
Q1 		$3M Buy
117,092
+5,015
+4% +$128K 0.58% 28
2023
Q4 		$2.87M Buy
112,077
+559
+0.5% +$14K 0.61% 25
2023
Q3 		$2.77M Buy
111,518
+1,629
+1% +$41.3K 0.63% 22
2023
Q2 		$2.84M Buy
109,889
+297
+0.3% +$7.76K 0.63% 23
2023
Q1 		$2.92M Buy
109,592
+4,489
+4% +$118K 0.69% 23
2022
Q4 		$2.71M Buy
105,103
+9,528
+10% +$246K 0.95% 19
2022
Q3 		$2.42M Buy
95,575
+8,505
+10% +$233K 0.95% 23
2022
Q2 		$2.45M Buy
87,070
+6,130
+8% +$176K 0.83% 29
2022
Q1 		$2.45M Sell
80,940
-1,185
-1% -$36.2K 0.73% 29
2021
Q4 		$2.59M Buy
82,125
+154
+0.2% +$4.84K 0.76% 26
2021
Q3 		$2.58M Buy
81,971
+3,262
+4% +$102K 0.77% 28
2021
Q2 		$2.49M Buy
78,709
+8,208
+12% +$254K 0.78% 28
2021
Q1 		$2.18M Buy
70,501
+4,910
+7% +$151K 0.69% 34
2020
Q4 		$2.04M Buy
+65,591
New +$2.02M 0.77% 29

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Advisors's SPIP Position: Q2 2025 in Review

Insight Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 8,872 shares — an estimated $234K sold.

Insight Advisors first reported a position in SPIP in Q4 2020 and held it in 18 quarters. The position peaked at $3M in Q1 2024. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

  • Insight Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Insight Advisors sold 8,872 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $234K.
  • Insight Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and held it in 18 quarters.
  • Insight Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3M in Q1 2024.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.