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

Note 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	$3.1M	Buy	120,853 +6,003	+5%	+$156K	1.35%	16
2026 Q1	$2.99M	Buy	114,850 +6,455	+6%	+$169K	1.49%	15
2025 Q4	$2.82M	Buy	108,395 +6,444	+6%	+$169K	1.45%	16
2025 Q3	$2.68M	Buy	101,951 +5,378	+6%	+$141K	1.6%	14
2025 Q2	$2.52M	Buy	96,573 +3,368	+4%	+$87K	1.74%	14
2025 Q1	$2.46M	Sell	93,205 -5,233	-5%	-$135K	2.03%	13
2024 Q4	$2.49M	Buy	+98,438	New	+$2.53M	2.21%	11

Other funds holding SPIP

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Note Advisors's SPIP Position: Q2 2026 in Review

Note Advisors increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 5.2% in Q2 2026, buying an estimated $156K and bringing the position to 120,853 shares worth $3.1M. The position accounts for 1.35% of the portfolio, ranked #16.

Note Advisors first reported a position in SPIP in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Note Advisors held 120,853 shares of State Street SPDR Portfolio TIPS ETF worth $3.1M as of Q2 2026.
Note Advisors bought 6,003 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Portfolio TIPS ETF made up 1.35% of Note Advisors's portfolio in Q2 2026, its #16 holding.
Note Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.