Lido Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Lido Advisors’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	$796K	Hold	30,998	–	–	﹤0.01%	1216
2026 Q1	$806K	Hold	30,998	–	–	﹤0.01%	1067
2025 Q4	$816K	Hold	30,998	–	–	﹤0.01%	1094
2025 Q3	$816K	Hold	30,998	–	–	﹤0.01%	1039
2025 Q2	$808K	Buy	30,998 +4	+0%	+$103	﹤0.01%	926
2025 Q1	$818K	Hold	30,994	–	–	﹤0.01%	852
2024 Q4	$784K	Hold	30,994	–	–	﹤0.01%	852
2024 Q3	$815K	Hold	30,994	–	–	﹤0.01%	793
2024 Q2	$788K	Hold	30,994	–	–	﹤0.01%	762
2024 Q1	$794K	Hold	30,994	–	–	﹤0.01%	745
2023 Q4	$793K	Buy	+30,994	New	+$776K	0.01%	704

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

Lido Advisors's SPIP Position: Q2 2026 in Review

Lido Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 30,998 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Lido Advisors first reported a position in SPIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $818K in Q1 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Lido Advisors held 30,998 shares of State Street SPDR Portfolio TIPS ETF worth $796K as of Q2 2026.
Lido Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1216 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $818K in Q1 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.