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SPIP icon

NewEdge Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

NewEdge Advisors’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 		$4.83K Sell
188
-57
-23% -$1.48K ﹤0.01% 3732
2026
Q1 		$6.37K Hold
245
– – ﹤0.01% 3515
2025
Q4 		$6.36K Hold
245
– – ﹤0.01% 3609
2025
Q3 		$6.45K Hold
245
– – ﹤0.01% 3454
2025
Q2 		$6.38K Sell
245
-14,585
-98% -$377K ﹤0.01% 3344
2025
Q1 		$391K Sell
14,830
-2,493
-14% -$64.3K ﹤0.01% 1727
2024
Q4 		$438K Sell
17,323
-3,575
-17% -$92K ﹤0.01% 1638
2024
Q3 		$549K Sell
20,898
-186,356
-90% -$4.82M ﹤0.01% 1425
2024
Q2 		$5.27M Buy
207,254
+112,599
+119% +$2.85M 0.04% 428
2024
Q1 		$2.43M Buy
94,655
+43,929
+87% +$1.12M 0.02% 623
2023
Q4 		$1.3M Buy
50,726
+17,589
+53% +$440K 0.01% 830
2023
Q3 		$823K Buy
33,137
+32,957
+18,309% +$836K 0.01% 954
2023
Q2 		$4.66K Sell
180
-356
-66% -$9.31K ﹤0.01% 2844
2023
Q1 		$14.3K Sell
536
-7,190
-93% -$188K ﹤0.01% 2455
2022
Q4 		$79K Sell
7,726
-19,336
-71% -$499K ﹤0.01% 1533
2022
Q3 		$686K Sell
27,062
-4,652
-15% -$127K 0.01% 808
2022
Q2 		$872K Buy
31,714
+13,356
+73% +$384K 0.01% 728
2022
Q1 		$556K Sell
18,358
-18,015
-50% -$551K 0.01% 825
2021
Q4 		$1.15M Buy
36,373
+15,019
+70% +$472K 0.02% 662
2021
Q3 		$664K Buy
+21,354
New +$671K 0.02% 676

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

NewEdge Advisors's SPIP Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 23% in Q2 2026, selling an estimated $1.48K and leaving 188 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

NewEdge Advisors first reported a position in SPIP in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.27M in Q2 2024. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • NewEdge Advisors held 188 shares of State Street SPDR Portfolio TIPS ETF worth $4.83K as of Q2 2026.
  • NewEdge Advisors sold 57 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $1.48K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3732 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $5.27M in Q2 2024.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.