N.E.W. Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

N.E.W. Advisory Services’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	$2.15K	Buy	84 +2	+2%	+$52	﹤0.01%	841
2026 Q1	$2.13K	Hold	82	–	–	﹤0.01%	821
2025 Q4	$2.12K	Buy	82 +1	+1%	+$26	﹤0.01%	789
2025 Q3	$2.12K	Buy	81 +1	+1%	+$26	﹤0.01%	739
2025 Q2	$2.08K	Buy	80 +1	+1%	+$26	﹤0.01%	735
2025 Q1	$2.07K	Buy	+79	New	+$2.04K	﹤0.01%	786

Other funds holding SPIP

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

N.E.W. Advisory Services's SPIP Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 2.4% in Q2 2026, buying an estimated $52 and bringing the position to 84 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

N.E.W. Advisory Services first reported a position in SPIP in Q1 2025 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

N.E.W. Advisory Services held 84 shares of State Street SPDR Portfolio TIPS ETF worth $2.15K as of Q2 2026.
N.E.W. Advisory Services bought 2 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $52.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #841 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and has held it in 6 quarters since.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.