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

ORG 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 Q4	$145K	Buy	5,586 +242	+5%	+$6.34K	0.03%	377
2025 Q3	$141K	Buy	+5,344	New	+$140K	0.03%	400
2025 Q2	–	Hold	0	–	–	–	1519
2025 Q1	–	Hold	0	–	–	–	1392
2024 Q4	–	Hold	0	–	–	–	1288
2024 Q3	–	Sell	-928	Closed	-$24K	–	1160
2024 Q2	$23.4K	Buy	+928	New	+$23.5K	﹤0.01%	1027
2024 Q1	–	Sell	-1,718	Closed	-$43.9K	–	1020
2023 Q4	$43.9K	Buy	1,718 +928	+117%	+$23.2K	0.01%	550
2023 Q3	$19.6K	Sell	790 -4,138	-84%	-$105K	0.01%	703
2023 Q2	$127K	Buy	+4,928	New	+$129K	0.02%	463

Other funds holding SPIP

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

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

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

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

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

ORG Partners's SPIP Position: Q4 2025 in Review

ORG Partners increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.5% in Q4 2025, buying an estimated $6.34K and bringing the position to 5,586 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #377.

ORG Partners first reported a position in SPIP in Q2 2023 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

ORG Partners held 5,586 shares of State Street SPDR Portfolio TIPS ETF worth $145K as of Q4 2025.
ORG Partners bought 242 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $6.34K.
State Street SPDR Portfolio TIPS ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #377 holding.
ORG Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.