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 Q2	–	Sell	-131	Closed	-$3.41K	–	1295
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

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

Medallion Wealth Advisors's SPIP Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 131 shares — an estimated $3.41K sold.

Medallion Wealth Advisors first reported a position in SPIP in Q4 2024 and held it in 6 quarters. The position peaked at $3.46K in Q1 2025. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Medallion Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 131 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $3.41K.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3.46K in Q1 2025.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.