McAdam LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

McAdam LLC’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	–	Sell	-7,757	Closed	-$202K	–	543
2026 Q1	$202K	Sell	7,757 -721	-9%	-$18.8K	0.01%	413
2025 Q4	$220K	Sell	8,478 -403	-5%	-$10.6K	0.01%	386
2025 Q3	$234K	Sell	8,881 -340	-4%	-$8.89K	0.01%	358
2025 Q2	$240K	Sell	9,221 -1,431	-13%	-$37K	0.01%	334
2025 Q1	$281K	Sell	10,652 -2,736	-20%	-$70.6K	0.02%	271
2024 Q4	$339K	Sell	13,388 -5,259	-28%	-$135K	0.02%	259
2024 Q3	$490K	Sell	18,647 -4,451	-19%	-$115K	0.03%	200
2024 Q2	$587K	Sell	23,098 -2,263	-9%	-$57.3K	0.04%	158
2024 Q1	$650K	Sell	25,361 -2,214	-8%	-$56.6K	0.04%	148
2023 Q4	$705K	Sell	27,575 -20,691	-43%	-$518K	0.05%	133
2023 Q3	$1.2M	Buy	48,266 +7,207	+18%	+$183K	0.1%	95
2023 Q2	$1.06M	Sell	41,059 -2,928	-7%	-$76.5K	0.09%	104
2023 Q1	$1.17M	Buy	+43,987	New	+$1.15M	0.11%	101
2022 Q4	–	Sell	-22,688	Closed	-$575K	–	222
2022 Q3	$575K	Buy	22,688 +3,359	+17%	+$92K	0.06%	124
2022 Q2	$532K	Buy	19,329 +7,640	+65%	+$219K	0.06%	131
2022 Q1	$354K	Buy	+11,689	New	+$357K	0.03%	143

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

McAdam LLC's SPIP Position: Q2 2026 in Review

McAdam LLC sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 7,757 shares — an estimated $202K sold.

McAdam LLC first reported a position in SPIP in Q1 2022 and held it in 16 quarters. The position peaked at $1.2M in Q3 2023. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

McAdam LLC reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
McAdam LLC sold 7,757 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $202K.
McAdam LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and held it in 16 quarters.
McAdam LLC's State Street SPDR Portfolio TIPS ETF position peaked at $1.2M in Q3 2023.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.