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NWAM LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

NWAM LLC’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 		$323K Sell
12,435
-225
-2% -$5.88K 0.02% 490
2025
Q4 		$330K Buy
+12,660
New +$332K 0.02% 483
2025
Q2 		– Sell
-9,911
Closed -$261K – 633
2025
Q1 		$261K Buy
9,911
+160
+2% +$4.13K 0.02% 430
2024
Q4 		$247K Buy
9,751
+1,103
+13% +$28.4K 0.02% 519
2024
Q3 		$227K Buy
+8,648
New +$223K 0.01% 563
2024
Q2 		– Sell
-11,515
Closed -$291K – 473
2024
Q1 		$291K Buy
11,515
+792
+7% +$20.3K 0.02% 439
2023
Q4 		$274K Buy
10,723
+1,947
+22% +$48.7K 0.02% 453
2023
Q3 		$218K Sell
8,776
-179
-2% -$4.54K 0.02% 460
2023
Q2 		$231K Buy
8,955
+1,020
+13% +$26.7K 0.02% 473
2023
Q1 		$212K Buy
+7,935
New +$208K 0.02% 445
2022
Q4 		– Sell
-8,564
Closed -$217K – 537
2022
Q3 		$217K Sell
8,564
-2,774
-24% -$76K 0.02% 447
2022
Q2 		$315K Buy
11,338
+283
+3% +$8.13K 0.03% 398
2022
Q1 		$335K Sell
11,055
-210
-2% -$6.42K 0.03% 402
2021
Q4 		$355K Buy
11,265
+1,020
+10% +$32K 0.03% 382
2021
Q3 		$319K Buy
10,245
+885
+9% +$27.8K 0.03% 392
2021
Q2 		$291K Sell
9,360
-725
-7% -$22.4K 0.03% 385
2021
Q1 		$308K Buy
10,085
+1,390
+16% +$42.8K 0.03% 376
2020
Q4 		$271K Buy
+8,695
New +$267K 0.03% 366

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 $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWAM LLC's SPIP Position: Q1 2026 in Review

NWAM LLC reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.8% in Q1 2026, selling an estimated $5.88K and leaving 12,435 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #490.

NWAM LLC first reported a position in SPIP in Q4 2020 and has held it in 18 quarters since. The position peaked at $355K in Q4 2021. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • NWAM LLC held 12,435 shares of State Street SPDR Portfolio TIPS ETF worth $323K as of Q1 2026.
  • NWAM LLC sold 225 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $5.88K.
  • State Street SPDR Portfolio TIPS ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #490 holding.
  • NWAM LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and has held it in 18 quarters since.
  • NWAM LLC's State Street SPDR Portfolio TIPS ETF position peaked at $355K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.