LJAC
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L.J. Altfest & Co’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

L.J. Altfest & Co’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 		$2.04M Buy
79,400
+4,079
+5% +$106K 0.2% 81
2026
Q1 		$1.96M Buy
75,321
+7,014
+10% +$183K 0.21% 88
2025
Q4 		$1.77M Sell
68,307
-98
-0.1% -$2.57K 0.19% 90
2025
Q3 		$1.8M Buy
68,405
+6,581
+11% +$172K 0.2% 84
2025
Q2 		$1.61M Buy
61,824
+4,883
+9% +$126K 0.19% 88
2025
Q1 		$1.5M Buy
56,941
+37,495
+193% +$967K 0.19% 87
2024
Q4 		$492K Buy
19,446
+3,231
+20% +$83.2K 0.06% 208
2024
Q3 		$426K Sell
16,215
-4,038
-20% -$104K 0.06% 230
2024
Q2 		$515K Buy
20,253
+1,247
+7% +$31.6K 0.07% 191
2024
Q1 		$487K Sell
19,006
-191,150
-91% -$4.89M 0.07% 200
2023
Q4 		$5.37M Buy
210,156
+195,702
+1,354% +$4.9M 0.78% 30
2023
Q3 		$359K Buy
14,454
+3,354
+30% +$85.1K 0.06% 214
2023
Q2 		$287K Buy
11,100
+1,889
+21% +$49.4K 0.04% 247
2023
Q1 		$246K Sell
9,211
-2,256
-20% -$59.1K 0.04% 249
2022
Q4 		$295K Buy
11,467
+1,942
+20% +$50.1K 0.05% 216
2022
Q3 		$242K Buy
+9,525
New +$261K 0.05% 235

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
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
PA
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

L.J. Altfest & Co's SPIP Position: Q2 2026 in Review

L.J. Altfest & Co increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 5.4% in Q2 2026, buying an estimated $106K and bringing the position to 79,400 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #81.

L.J. Altfest & Co first reported a position in SPIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.37M in Q4 2023. 92 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • L.J. Altfest & Co held 79,400 shares of State Street SPDR Portfolio TIPS ETF worth $2.04M as of Q2 2026.
  • L.J. Altfest & Co bought 4,079 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $106K.
  • State Street SPDR Portfolio TIPS ETF made up 0.2% of L.J. Altfest & Co's portfolio in Q2 2026, its #81 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and has held it in 16 quarters since.
  • L.J. Altfest & Co's State Street SPDR Portfolio TIPS ETF position peaked at $5.37M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.