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

Mosley 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 		$14.8K Sell
576
-1,928
-77% -$50K ﹤0.01% 351
2026
Q1 		$65.9K Buy
+2,504
New +$65.4K 0.03% 191
2024
Q2 		– Sell
-317,309
Closed -$8.13M – 107
2024
Q1 		$8.13M Sell
317,309
-32,726
-9% -$837K 7.63% 2
2023
Q4 		$8.95M Buy
+350,035
New +$8.76M 8.83% 2

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LPL Financial
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
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

Mosley Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 77% in Q2 2026, selling an estimated $50K and leaving 576 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Mosley Wealth Management first reported a position in SPIP in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.95M in Q4 2023. 123 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Mosley Wealth Management held 576 shares of State Street SPDR Portfolio TIPS ETF worth $14.8K as of Q2 2026.
  • Mosley Wealth Management sold 1,928 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $50K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 4 quarters since.
  • Mosley Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $8.95M in Q4 2023.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.