MJT & Associates Financial Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

MJT & Associates Financial Advisory’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
2025 Q4	–	Sell	-170	Closed	-$4.47K	–	472
2025 Q3	$4.47K	Sell	170 -5,496	-97%	-$144K	﹤0.01%	310
2025 Q2	$148K	Hold	5,666	–	–	0.18%	52
2025 Q1	$149K	Buy	+5,666	New	+$146K	0.14%	59

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MJT & Associates Financial Advisory's SPIP Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 170 shares — an estimated $4.47K sold.

MJT & Associates Financial Advisory first reported a position in SPIP in Q1 2025 and held it in 3 quarters. The position peaked at $149K in Q1 2025. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

MJT & Associates Financial Advisory reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
MJT & Associates Financial Advisory sold 170 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $4.47K.
MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and held it in 3 quarters.
MJT & Associates Financial Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $149K in Q1 2025.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.