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Larson Financial Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Larson Financial Group’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 		$191K Sell
7,435
-1,201
-14% -$31.1K 0.01% 867
2026
Q1 		$225K Sell
8,636
-2,313
-21% -$60.4K 0.01% 682
2025
Q4 		$284K Sell
10,949
-3,730
-25% -$97.8K 0.01% 617
2025
Q3 		$386K Sell
14,679
-7,516
-34% -$196K 0.01% 532
2025
Q2 		$578K Sell
22,195
-1,139
-5% -$29.4K 0.02% 396
2025
Q1 		$616K Buy
23,334
+2,497
+12% +$64.4K 0.03% 345
2024
Q4 		$527K Sell
20,837
-301
-1% -$7.75K 0.03% 343
2024
Q3 		$556K Buy
21,138
+798
+4% +$20.6K 0.03% 319
2024
Q2 		$517K Buy
20,340
+1,245
+7% +$31.5K 0.04% 269
2024
Q1 		$489K Sell
19,095
-789
-4% -$20.2K 0.04% 245
2023
Q4 		$508K Sell
19,884
-855
-4% -$21.4K 0.04% 219
2023
Q3 		$515K Sell
20,739
-334
-2% -$8.47K 0.05% 191
2023
Q2 		$545K Buy
21,073
+1,307
+7% +$34.2K 0.05% 188
2023
Q1 		$527K Buy
19,766
+47
+0.2% +$1.23K 0.06% 193
2022
Q4 		$508K Sell
19,719
-8,372
-30% -$216K 0.06% 188
2022
Q3 		$712K Sell
28,091
-65,061
-70% -$1.78M 0.1% 149
2022
Q2 		$2.56M Sell
93,152
-635
-0.7% -$18.2K 0.44% 39
2022
Q1 		$2.84M Sell
93,787
-6,203
-6% -$190K 0.45% 38
2021
Q4 		$3.15M Buy
99,990
+2,568
+3% +$80.7K 0.5% 39
2021
Q3 		$3.03M Sell
97,422
-483
-0.5% -$15.2K 0.6% 32
2021
Q2 		$3.05M Buy
97,905
+1,075
+1% +$33.2K 0.71% 28
2021
Q1 		$2.96M Sell
96,830
-1,090
-1% -$33.6K 0.87% 24
2020
Q4 		$3.05M Sell
97,920
-7,533
-7% -$232K 1.04% 23
2020
Q3 		$3.25M Sell
105,453
-33,686
-24% -$1.04M 1.34% 20
2020
Q2 		$4.19M Sell
139,139
-1,541
-1% -$45.9K 1.99% 15
2020
Q1 		$4.08M Sell
140,680
-42,523
-23% -$1.23M 2.55% 11
2019
Q4 		$5.23M Buy
183,203
+27,530
+18% +$784K 3.01% 11
2019
Q3 		$4.44M Buy
155,673
+8,503
+6% +$242K 2.9% 11
2019
Q2 		$4.16M Buy
147,170
+19,704
+15% +$549K 3.09% 12
2019
Q1 		$3.55M Buy
127,466
+12,664
+11% +$346K 2.81% 12
2018
Q4 		$3.09M Buy
114,802
+7,638
+7% +$205K 2.86% 12
2018
Q3 		$2.92M Buy
107,164
+7,752
+8% +$213K 3.34% 11
2018
Q2 		$2.76M Buy
99,412
+18,656
+23% +$515K 3.18% 11
2018
Q1 		$2.25M Buy
80,756
+56,966
+239% +$1.58M 2.64% 11
2017
Q4 		$669K Buy
+23,790
New +$671K 0.56% 31

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

Larson Financial Group's SPIP Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 14% in Q2 2026, selling an estimated $31.1K and leaving 7,435 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #867.

Larson Financial Group first reported a position in SPIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.23M in Q4 2019. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Larson Financial Group held 7,435 shares of State Street SPDR Portfolio TIPS ETF worth $191K as of Q2 2026.
  • Larson Financial Group sold 1,201 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $31.1K.
  • State Street SPDR Portfolio TIPS ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #867 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and has held it in 35 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $5.23M in Q4 2019.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.