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 Q2	$599K	Hold	23,322	–	–	0.02%	578
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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Level Four Advisory Services's SPIP Position: Q2 2026 in Review

Level Four Advisory Services held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 23,322 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #578.

Level Four Advisory Services first reported a position in SPIP in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.75M in Q2 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Level Four Advisory Services held 23,322 shares of State Street SPDR Portfolio TIPS ETF worth $599K as of Q2 2026.
Level Four Advisory Services left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #578 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and has held it in 17 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $2.75M in Q2 2021.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.