KW
SPIP icon

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

KWB Wealth’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 		$634K Buy
24,674
+573
+2% +$14.9K 0.05% 100
2026
Q1 		$625K Sell
24,101
-602
-2% -$15.7K 0.06% 86
2025
Q4 		$641K Buy
24,703
+4,854
+24% +$127K 0.06% 91
2025
Q3 		$517K Buy
19,849
+863
+5% +$22.6K 0.06% 86
2025
Q2 		$501K Buy
18,986
+1,528
+9% +$39.5K 0.06% 91
2025
Q1 		$442K Sell
17,458
-899
-5% -$23.2K 0.05% 103
2024
Q4 		$482K Sell
18,357
-7,074
-28% -$182K 0.06% 88
2024
Q3 		$646K Buy
25,431
+171
+0.7% +$4.42K 0.08% 72
2024
Q2 		$647K Sell
25,260
-420
-2% -$10.6K 0.09% 73
2024
Q1 		$658K Sell
25,680
-21,942
-46% -$561K 0.09% 73
2023
Q4 		$1.22M Buy
47,622
+14,361
+43% +$359K 0.18% 50
2023
Q3 		$859K Sell
33,261
-160
-0.5% -$4.06K 0.14% 56
2023
Q2 		$864K Buy
33,421
+10,295
+45% +$269K 0.14% 56
2023
Q1 		$596K Sell
23,126
-303
-1% -$7.93K 0.11% 62
2022
Q4 		$604K Sell
23,429
-29,923
-56% -$772K 0.11% 59
2022
Q3 		$1.35M Buy
53,352
+3,614
+7% +$99K 0.27% 40
2022
Q2 		$1.37M Buy
+49,738
New +$1.43M 0.26% 41

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

KWB Wealth's SPIP Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 2.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 24,674 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #100.

KWB Wealth first reported a position in SPIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • KWB Wealth held 24,674 shares of State Street SPDR Portfolio TIPS ETF worth $634K as of Q2 2026.
  • KWB Wealth bought 573 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $14.9K.
  • State Street SPDR Portfolio TIPS ETF made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #100 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 17 quarters since.
  • KWB Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $1.37M in Q2 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.