PFG Private Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

PFG Private Wealth 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
2025 Q4	–	Sell	-100,936	Closed	-$2.66M	–	132
2025 Q3	$2.66M	Buy	+100,936	New	+$2.64M	1.18%	29

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

PFG Private Wealth Management's SPIP Position: Q4 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 100,936 shares — an estimated $2.66M sold.

PFG Private Wealth Management first reported a position in SPIP in Q3 2025 and held it in 1 quarter. The position peaked at $2.66M in Q3 2025. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

PFG Private Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 100,936 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $2.66M.
PFG Private Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2025 and held it in 1 quarter.
PFG Private Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.66M in Q3 2025.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.