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NBC Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

NBC Securities’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
-284
Closed -$7.38K – 2846
2025
Q4 		$7.38K Buy
284
+4
+1% +$105 ﹤0.01% 2108
2025
Q3 		$7.39K Buy
280
+80
+40% +$2.09K ﹤0.01% 2089
2025
Q2 		$5K Buy
+200
New +$5.17K ﹤0.01% 2114
2024
Q2 		– Sell
-184
Closed -$4K – 2200
2024
Q1 		$4K Sell
184
-716
-80% -$18.3K ﹤0.01% 1915
2023
Q4 		$23K Buy
900
+368
+69% +$9.21K ﹤0.01% 1423
2023
Q3 		$13K Buy
+532
New +$13.5K ﹤0.01% 1633

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return