NWAM LLC
SPIP icon

NWAM LLC’s State Street SPDR Portfolio TIPS Index 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
Q3 		$226K Sell
9,268
-1,015
-10% -$25.4K 0.01% 649
2026
Q2 		$264K Sell
10,283
-2,152
-17% -$55.8K 0.01% 597
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

NWAM LLC's SPIP Position: Q3 2026 in Review

NWAM LLC reduced its State Street SPDR Portfolio TIPS Index ETF (SPIP) stake by 9.9% in Q3 2026, selling an estimated $25.4K and leaving 9,268 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #649.

NWAM LLC first reported a position in SPIP in Q4 2020 and has held it in 20 quarters since. The position peaked at $355K in Q4 2021. 158 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • NWAM LLC held 9,268 shares of State Street SPDR Portfolio TIPS Index ETF worth $226K as of Q3 2026.
  • NWAM LLC sold 1,015 State Street SPDR Portfolio TIPS Index ETF shares in Q3 2026, an estimated $25.4K.
  • State Street SPDR Portfolio TIPS Index ETF made up 0.01% of NWAM LLC's portfolio in Q3 2026, its #649 holding.
  • NWAM LLC first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q4 2020 and has held it in 20 quarters since.
  • NWAM LLC's State Street SPDR Portfolio TIPS Index ETF position peaked at $355K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.