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	–	2842
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	–	2197
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) 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

NBC Securities's SPIP Position: Q1 2026 in Review

NBC Securities sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 284 shares — an estimated $7.38K sold.

NBC Securities first reported a position in SPIP in Q3 2023 and held it in 6 quarters. The position peaked at $23K in Q4 2023. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

NBC Securities reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 284 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $7.38K.
NBC Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and held it in 6 quarters.
NBC Securities's State Street SPDR Portfolio TIPS ETF position peaked at $23K in Q4 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.