NorthRock Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-84	Closed	-$2.22K	–	897
2025 Q1	$2.22K	Hold	84	–	–	﹤0.01%	822
2024 Q4	$2.13K	Hold	84	–	–	﹤0.01%	752
2024 Q3	$2.21K	Hold	84	–	–	﹤0.01%	806
2024 Q2	$2.13K	Hold	84	–	–	﹤0.01%	787
2024 Q1	$2.15K	Hold	84	–	–	﹤0.01%	789
2023 Q4	$2.15K	Buy	+84	New	+$2.1K	﹤0.01%	730

Other funds holding SPIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners's SPIP Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 84 shares — an estimated $2.22K sold.

NorthRock Partners first reported a position in SPIP in Q4 2023 and held it in 6 quarters. The position peaked at $2.22K in Q1 2025. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

NorthRock Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 84 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $2.22K.
NorthRock Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's State Street SPDR Portfolio TIPS ETF position peaked at $2.22K in Q1 2025.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.