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

Medallion Wealth 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 Q1	$3.41K	Hold	131	–	–	﹤0.01%	934
2025 Q4	$3.4K	Hold	131	–	–	﹤0.01%	919
2025 Q3	$3.45K	Hold	131	–	–	﹤0.01%	914
2025 Q2	$3.41K	Hold	131	–	–	﹤0.01%	896
2025 Q1	$3.46K	Hold	131	–	–	﹤0.01%	843
2024 Q4	$3.46K	Buy	+131	New	+$3.37K	﹤0.01%	787

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's SPIP Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q1 2026 at 131 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Medallion Wealth Advisors first reported a position in SPIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46K in Q1 2025. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Medallion Wealth Advisors held 131 shares of State Street SPDR Portfolio TIPS ETF worth $3.41K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #934 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3.46K in Q1 2025.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.