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

Modera 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 Q2	$777K	Sell	30,245 -84	-0.3%	-$2.18K	0.01%	389
2026 Q1	$789K	Sell	30,329 -148	-0.5%	-$3.87K	0.01%	360
2025 Q4	$791K	Sell	30,477 -564	-2%	-$14.8K	0.01%	370
2025 Q3	$817K	Hold	31,041	–	–	0.01%	366
2025 Q2	$809K	Hold	31,041	–	–	0.01%	359
2025 Q1	$819K	Hold	31,041	–	–	0.01%	351
2024 Q4	$786K	Hold	31,041	–	–	0.01%	366
2024 Q3	$816K	Buy	31,041 +111	+0.4%	+$2.87K	0.01%	339
2024 Q2	$786K	Sell	30,930 -367	-1%	-$9.29K	0.01%	324
2024 Q1	$802K	Buy	+31,297	New	+$800K	0.01%	323
2023 Q4	–	Sell	-29,254	Closed	-$727K	–	548
2023 Q3	$727K	Buy	29,254 +179	+0.6%	+$4.54K	0.01%	313
2023 Q2	$751K	Buy	+29,075	New	+$760K	0.01%	322

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

Modera Wealth Management's SPIP Position: Q2 2026 in Review

Modera Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.28% in Q2 2026, selling an estimated $2.18K and leaving 30,245 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #389.

Modera Wealth Management first reported a position in SPIP in Q2 2023 and has held it in 12 quarters since. The position peaked at $819K in Q1 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Modera Wealth Management held 30,245 shares of State Street SPDR Portfolio TIPS ETF worth $777K as of Q2 2026.
Modera Wealth Management sold 84 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $2.18K.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #389 holding.
Modera Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and has held it in 12 quarters since.
Modera Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $819K in Q1 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.