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

Napa 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
2025
Q1 		– Sell
-10,581
Closed -$268K – 202
2024
Q4 		$268K Sell
10,581
-10,710
-50% -$276K 0.12% 149
2024
Q3 		$560K Sell
21,291
-5,536
-21% -$143K 0.26% 92
2024
Q2 		$682K Buy
26,827
+13,138
+96% +$333K 0.46% 46
2024
Q1 		$351K Buy
+13,689
New +$350K 0.18% 48

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Napa Wealth Management's SPIP Position: Q1 2025 in Review

Napa Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 10,581 shares — an estimated $268K sold.

Napa Wealth Management first reported a position in SPIP in Q1 2024 and held it in 4 quarters. The position peaked at $682K in Q2 2024. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

  • Napa Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 10,581 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $268K.
  • Napa Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2024 and held it in 4 quarters.
  • Napa Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $682K in Q2 2024.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.