Maridea Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Maridea Wealth Management’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	–	Sell	-11,514	Closed	-$299K	–	505
2025 Q4	$299K	Hold	11,514	–	–	0.04%	335
2025 Q3	$305K	Sell	11,514 -160	-1%	-$4.18K	0.05%	322
2025 Q2	$304K	Buy	11,674 +51	+0.4%	+$1.32K	0.08%	218
2025 Q1	$307K	Buy	+11,623	New	+$300K	0.1%	179

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Maridea Wealth Management's SPIP Position: Q1 2026 in Review

Maridea Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 11,514 shares — an estimated $299K sold.

Maridea Wealth Management first reported a position in SPIP in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q1 2025. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Maridea Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
Maridea Wealth Management sold 11,514 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $299K.
Maridea Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and held it in 4 quarters.
Maridea Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $307K in Q1 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.