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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Note Advisors's SPIP Position: Q1 2026 in Review

Note Advisors increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 6% in Q1 2026, buying an estimated $169K and bringing the position to 114,850 shares worth $2.99M. The position accounts for 1.49% of the portfolio, ranked #15.

Note Advisors first reported a position in SPIP in Q4 2024 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Note Advisors held 114,850 shares of State Street SPDR Portfolio TIPS ETF worth $2.99M as of Q1 2026.
  • Note Advisors bought 6,455 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $169K.
  • State Street SPDR Portfolio TIPS ETF made up 1.49% of Note Advisors's portfolio in Q1 2026, its #15 holding.
  • Note Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.