Integrity Wealth Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Integrity Wealth Solutions’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 Q1	$2.79M	Buy	107,253 +4,963	+5%	+$130K	1.1%	29
2025 Q4	$2.65M	Buy	102,290 +1,354	+1%	+$35.5K	1.05%	31
2025 Q3	$2.66M	Buy	100,936 +3,490	+4%	+$91.2K	1.18%	29
2025 Q2	$2.54M	Buy	97,446 +359	+0.4%	+$9.28K	1.24%	27
2025 Q1	$2.56M	Sell	97,087 -5,684	-6%	-$147K	1.39%	24
2024 Q4	$2.6M	Sell	102,771 -4,802	-4%	-$124K	1.46%	23
2024 Q3	$2.83M	Sell	107,573 -15,049	-12%	-$389K	1.65%	20
2024 Q2	$3.12M	Sell	122,622 -30,833	-20%	-$781K	2.03%	15
2024 Q1	$3.93M	Sell	153,455 -12,871	-8%	-$329K	2.57%	9
2023 Q4	$4.25M	Buy	+166,326	New	+$4.16M	2.94%	6

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Wealth Solutions's SPIP Position: Q1 2026 in Review

Integrity Wealth Solutions increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.9% in Q1 2026, buying an estimated $130K and bringing the position to 107,253 shares worth $2.79M. The position accounts for 1.1% of the portfolio, ranked #29.

Integrity Wealth Solutions first reported a position in SPIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.25M in Q4 2023. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Integrity Wealth Solutions held 107,253 shares of State Street SPDR Portfolio TIPS ETF worth $2.79M as of Q1 2026.
Integrity Wealth Solutions bought 4,963 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $130K.
State Street SPDR Portfolio TIPS ETF made up 1.1% of Integrity Wealth Solutions's portfolio in Q1 2026, its #29 holding.
Integrity Wealth Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Integrity Wealth Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $4.25M in Q4 2023.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.