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

JNBA Financial 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 Q2	$86.5K	Hold	3,369	–	–	0.01%	259
2026 Q1	$87.6K	Hold	3,369	–	–	0.01%	248
2025 Q4	$87.4K	Hold	3,369	–	–	0.01%	253
2025 Q3	$88.7K	Hold	3,369	–	–	0.01%	243
2025 Q2	$87.8K	Sell	3,369 -2,066	-38%	-$53.4K	0.01%	236
2025 Q1	$143K	Hold	5,435	–	–	0.01%	191
2024 Q4	$138K	Hold	5,435	–	–	0.01%	193
2024 Q3	$143K	Sell	5,435 -3,838	-41%	-$99.2K	0.01%	196
2024 Q2	$236K	Sell	9,273 -5,316	-36%	-$135K	0.02%	177
2024 Q1	$374K	Sell	14,589 -3,218	-18%	-$82.3K	0.04%	150
2023 Q4	$455K	Buy	17,807 +5,387	+43%	+$135K	0.05%	141
2023 Q3	$309K	Sell	12,420 -1,295	-9%	-$32.8K	0.04%	163
2023 Q2	$354K	Buy	13,715 +2,638	+24%	+$69K	0.04%	153
2023 Q1	$295K	Buy	11,077 +94	+0.9%	+$2.46K	0.04%	167
2022 Q4	$283K	Buy	+10,983	New	+$283K	0.04%	163
2020 Q3	–	Sell	-58	Closed	-$2K	–	587
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	520
2020 Q1	$2K	Hold	58	–	–	﹤0.01%	512
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	568
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	553
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	611
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	511
2018 Q4	$2K	Buy	+58	New	+$1.56K	﹤0.01%	487
2018 Q3	–	Sell	-58	Closed	-$2K	–	679
2018 Q2	$2K	Hold	58	–	–	﹤0.01%	493
2018 Q1	$2K	Buy	+58	New	+$1.61K	﹤0.01%	463

Other funds holding SPIP

3AM

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

JNBA Financial Advisors's SPIP Position: Q2 2026 in Review

JNBA Financial Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 3,369 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #259.

JNBA Financial Advisors first reported a position in SPIP in Q1 2018 and has held it in 24 quarters since. The position peaked at $455K in Q4 2023. 75 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

JNBA Financial Advisors held 3,369 shares of State Street SPDR Portfolio TIPS ETF worth $86.5K as of Q2 2026.
JNBA Financial Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #259 holding.
JNBA Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and has held it in 24 quarters since.
JNBA Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $455K in Q4 2023.
75 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.