JWA
SPIP icon

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

JFS Wealth 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
2026
Q1 		– Sell
-22
Closed -$571 – 1945
2025
Q4 		$571 Hold
22
– – ﹤0.01% 1781
2025
Q3 		$579 Hold
22
– – ﹤0.01% 1737
2025
Q2 		$574 Buy
+22
New +$569 ﹤0.01% 1669
2016
Q3 		– Sell
-244
Closed -$7K – 513
2016
Q2 		$7K Hold
244
– – ﹤0.01% 417
2016
Q1 		$7K Hold
244
– – ﹤0.01% 430
2015
Q4 		$7K Hold
244
– – ﹤0.01% 431
2015
Q3 		$7K Buy
+244
New +$6.78K ﹤0.01% 377

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
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
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
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return