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LFAS
Level Four Advisory Services’s
State Street SPDR Portfolio TIPS ETF
SPIP
Stock Holding History
Level Four 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
Q1
$607K
Sell
23,322
-11,616
-33%
-$303K
0.02%
543
2025
Q4
$907K
Sell
34,938
-492
-1%
-$12.9K
0.03%
432
2025
Q3
$932K
Sell
35,430
-2,671
-7%
-$69.8K
0.03%
425
2025
Q2
$993K
Sell
38,101
-450
-1%
-$11.6K
0.04%
384
2025
Q1
$1.02M
Buy
38,551
+2,500
+7%
+$64.5K
0.04%
338
2024
Q4
$912K
Sell
36,051
-300
-0.8%
-$7.72K
0.04%
366
2024
Q3
$937K
Sell
36,351
-489
-1%
-$12.6K
0.04%
369
2024
Q2
$936K
Buy
36,840
+611
+2%
+$15.5K
0.04%
348
2024
Q1
$926K
Hold
36,229
–
–
0.05%
309
2023
Q4
$926K
Buy
36,229
+4,244
+13%
+$106K
0.05%
309
2023
Q3
$795K
Buy
31,985
+1,814
+6%
+$46K
0.05%
331
2023
Q2
$780K
Hold
30,171
–
–
0.05%
347
2023
Q1
$805K
Buy
+30,171
New
+$790K
0.05%
324
2021
Q3
–
Sell
-88,424
Closed
-$2.75M
–
614
2021
Q2
$2.75M
Buy
88,424
+30,229
+52%
+$934K
0.19%
136
2021
Q1
$1.78M
Buy
58,195
+46,939
+417%
+$1.45M
0.14%
164
2020
Q4
$351K
Buy
+11,256
New
+$346K
0.03%
431
Other funds holding SPIP
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
CFS
Cannon Financial Strategists
Athens, Georgia
$761M AUM
18.73%
1-Year Est. Return
PFA
Pure Financial Advisors
San Diego, California
$6.97B AUM
16.14%
1-Year Est. Return
3AM
3EDGE Asset Management
Naples, Florida
$2.07B AUM
16.66%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
HFS
Hughes Financial Services
Herndon, Virginia
$651M AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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