O'Shaughnessy Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

O'Shaughnessy Asset Management’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	$8.88K	Buy	346 +147	+74%	+$3.81K	﹤0.01%	2449
2026 Q1	$5.18K	Hold	199	–	–	﹤0.01%	2499
2025 Q4	$5.16K	Sell	199 -617	-76%	-$16.2K	﹤0.01%	2480
2025 Q3	$21.5K	Buy	+816	New	+$21.3K	﹤0.01%	2276
2020 Q2	–	Sell	-3,030	Closed	-$88K	–	1888
2020 Q1	$88K	Buy	+3,030	New	+$87.5K	﹤0.01%	652

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

O'Shaughnessy Asset Management's SPIP Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 74% in Q2 2026, buying an estimated $3.81K and bringing the position to 346 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

O'Shaughnessy Asset Management first reported a position in SPIP in Q1 2020 and has held it in 5 quarters since. The position peaked at $88K in Q1 2020. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

O'Shaughnessy Asset Management held 346 shares of State Street SPDR Portfolio TIPS ETF worth $8.88K as of Q2 2026.
O'Shaughnessy Asset Management bought 147 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $3.81K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2449 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2020 and has held it in 5 quarters since.
O'Shaughnessy Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $88K in Q1 2020.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.