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	–	1943
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	–	512
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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

JFS Wealth Advisors's SPIP Position: Q1 2026 in Review

JFS Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 22 shares — an estimated $571 sold.

JFS Wealth Advisors first reported a position in SPIP in Q3 2015 and held it in 7 quarters. The position peaked at $7K in Q2 2016. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

JFS Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
JFS Wealth Advisors sold 22 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $571.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2015 and held it in 7 quarters.
JFS Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $7K in Q2 2016.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.