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

ORG Wealth 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
2026 Q2	$3.16K	Hold	123	–	–	﹤0.01%	612
2026 Q1	$3.2K	Hold	123	–	–	﹤0.01%	572
2025 Q4	$3.19K	Sell	123 -504	-80%	-$13.2K	﹤0.01%	540
2025 Q3	$16.5K	Hold	627	–	–	﹤0.01%	426
2025 Q2	$16.3K	Hold	627	–	–	﹤0.01%	451
2025 Q1	$16.4K	Hold	627	–	–	0.01%	478
2024 Q4	$15.9K	Sell	627 -168	-21%	-$4.32K	﹤0.01%	356
2024 Q3	$20.9K	Buy	+795	New	+$20.5K	0.01%	330

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

ORG Wealth Partners's SPIP Position: Q2 2026 in Review

ORG Wealth Partners held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 123 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

ORG Wealth Partners first reported a position in SPIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.9K in Q3 2024. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

ORG Wealth Partners held 123 shares of State Street SPDR Portfolio TIPS ETF worth $3.16K as of Q2 2026.
ORG Wealth Partners left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #612 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR Portfolio TIPS ETF position peaked at $20.9K in Q3 2024.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.