Montag & Associates’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Montag & Associates’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	–	Sell	-1,087	Closed	-$28.2K	–	980
2025 Q4	$28.2K	Hold	1,087	–	–	﹤0.01%	662
2025 Q3	$28.6K	Hold	1,087	–	–	﹤0.01%	661
2025 Q2	$28.3K	Hold	1,087	–	–	﹤0.01%	649
2025 Q1	$28.7K	Buy	+1,087	New	+$28K	﹤0.01%	684

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Montag & Associates's SPIP Position: Q1 2026 in Review

Montag & Associates sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 1,087 shares — an estimated $28.2K sold.

Montag & Associates first reported a position in SPIP in Q1 2025 and held it in 4 quarters. The position peaked at $28.7K in Q1 2025. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Montag & Associates reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 1,087 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $28.2K.
Montag & Associates first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and held it in 4 quarters.
Montag & Associates's State Street SPDR Portfolio TIPS ETF position peaked at $28.7K in Q1 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.