KAS
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Kestra Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Kestra Advisory Services’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 		$260K Sell
10,130
-1,758
-15% -$45.6K ﹤0.01% 2886
2026
Q1 		$309K Buy
11,888
+2,290
+24% +$59.8K ﹤0.01% 2595
2025
Q4 		$249K Sell
9,598
-2,264
-19% -$59.4K ﹤0.01% 2698
2025
Q3 		$312K Sell
11,862
-3,377
-22% -$88.3K ﹤0.01% 2415
2025
Q2 		$397K Sell
15,239
-1,275
-8% -$33K ﹤0.01% 2139
2025
Q1 		$436K Sell
16,514
-1,717
-9% -$44.3K ﹤0.01% 1904
2024
Q4 		$461K Sell
18,231
-2,064
-10% -$53.1K ﹤0.01% 1930
2024
Q3 		$533K Sell
20,295
-2,339
-10% -$60.4K ﹤0.01% 1730
2024
Q2 		$575K Sell
22,634
-348
-2% -$8.81K ﹤0.01% 1684
2024
Q1 		$589K Sell
22,982
-14,041
-38% -$359K ﹤0.01% 1557
2023
Q4 		$947K Buy
37,023
+5,219
+16% +$131K 0.01% 1151
2023
Q3 		$790K Sell
31,804
-3,320
-9% -$84.2K 0.01% 1114
2023
Q2 		$908K Sell
35,124
-4,061
-10% -$106K 0.01% 1023
2023
Q1 		$1.05M Sell
39,185
-99,192
-72% -$2.6M 0.01% 925
2022
Q4 		$3.56M Sell
138,377
-6,300
-4% -$163K 0.03% 540
2022
Q3 		$3.67M Buy
144,677
+8,558
+6% +$234K 0.04% 460
2022
Q2 		$3.75M Sell
136,119
-185,307
-58% -$5.32M 0.04% 442
2022
Q1 		$9.73M Buy
321,426
+43,305
+16% +$1.32M 0.1% 220
2021
Q4 		$8.76M Buy
278,121
+21,706
+8% +$682K 0.09% 248
2021
Q3 		$7.97M Buy
256,415
+46,098
+22% +$1.45M 0.08% 278
2021
Q2 		$6.55M Buy
210,317
+72,877
+53% +$2.25M 0.07% 298
2021
Q1 		$4.2M Buy
137,440
+5,587
+4% +$172K 0.05% 373
2020
Q4 		$4.09M Buy
131,853
+6,994
+6% +$215K 0.05% 386
2020
Q3 		$3.86M Buy
+124,859
New +$3.84M 0.07% 282

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Kestra Advisory Services's SPIP Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 15% in Q2 2026, selling an estimated $45.6K and leaving 10,130 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Kestra Advisory Services first reported a position in SPIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.73M in Q1 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Kestra Advisory Services held 10,130 shares of State Street SPDR Portfolio TIPS ETF worth $260K as of Q2 2026.
  • Kestra Advisory Services sold 1,758 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $45.6K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2886 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $9.73M in Q1 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.