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Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-8,899
Closed -$232K – 577
2025
Q2 		$232K Sell
8,899
-111
-1% -$2.87K 0.03% 460
2025
Q1 		$238K Sell
9,010
-209
-2% -$5.39K 0.03% 424
2024
Q4 		$233K Sell
9,219
-110
-1% -$2.83K 0.03% 415
2024
Q3 		$245K Sell
9,329
-572
-6% -$14.8K 0.03% 433
2024
Q2 		$252K Buy
9,901
+69
+0.7% +$1.75K 0.04% 406
2024
Q1 		$252K Buy
9,832
+1,075
+12% +$27.5K 0.04% 405
2023
Q4 		$224K Buy
8,757
+134
+2% +$3.35K 0.04% 400
2023
Q3 		$214K Sell
8,623
-1,424
-14% -$36.1K 0.04% 407
2023
Q2 		$260K Sell
10,047
-611
-6% -$16K 0.05% 370
2023
Q1 		$284K Sell
10,658
-128
-1% -$3.35K 0.06% 348
2022
Q4 		$278K Buy
10,786
+274
+3% +$7.07K 0.04% 331
2022
Q3 		$267K Sell
10,512
-606
-5% -$16.6K 0.07% 321
2022
Q2 		$306K Buy
11,118
+1,245
+13% +$35.8K 0.06% 298
2022
Q1 		$299K Sell
9,873
-702
-7% -$21.5K 0.05% 328
2021
Q4 		$333K Sell
10,575
-1,469
-12% -$46.1K 0.06% 328
2021
Q3 		$375K Buy
12,044
+328
+3% +$10.3K 0.07% 291
2021
Q2 		$365K Buy
11,716
+2,799
+31% +$86.5K 0.07% 295
2021
Q1 		$272K Sell
8,917
-1,020
-10% -$31.4K 0.06% 312
2020
Q4 		$310K Buy
9,937
+534
+6% +$16.4K 0.08% 258
2020
Q3 		$290K Buy
9,403
+102
+1% +$3.14K 0.09% 203
2020
Q2 		$280K Sell
9,301
-1,931
-17% -$57.5K 0.11% 186
2020
Q1 		$326K Sell
11,232
-443
-4% -$12.8K 0.15% 153
2019
Q4 		$333K Buy
11,675
+4,291
+58% +$122K 0.12% 149
2019
Q3 		$211K Buy
7,384
+3,846
+109% +$109K 0.09% 199
2019
Q2 		$99K Buy
3,538
+3,192
+923% +$89K 0.04% 315
2019
Q1 		$10K Buy
346
+50
+17% +$1.37K 0.01% 711
2018
Q4 		$8K Buy
296
+52
+21% +$1.4K 0.01% 665
2018
Q3 		$7K Buy
+244
New +$6.71K ﹤0.01% 692

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPIP Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 8,899 shares — an estimated $232K sold.

Patriot Financial Group Insurance Agency first reported a position in SPIP in Q3 2018 and held it in 28 quarters. The position peaked at $375K in Q3 2021. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,899 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $232K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2018 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR Portfolio TIPS ETF position peaked at $375K in Q3 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.