Post Resch Tallon Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Post Resch Tallon Group’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	$487K	Sell	18,968 -25	-0.1%	-$648	0.34%	59
2026 Q1	$492K	Buy	18,993 +690	+4%	+$18K	0.4%	49
2025 Q4	$475K	Buy	18,303 +50	+0.3%	+$1.31K	0.4%	51
2025 Q3	$480K	Buy	18,253 +300	+2%	+$7.84K	0.43%	47
2025 Q2	$468K	Sell	17,953 -75	-0.4%	-$1.94K	0.45%	45
2025 Q1	$473K	Sell	18,028 -1,007	-5%	-$26K	0.48%	44
2024 Q4	$482K	Buy	+19,035	New	+$490K	0.46%	45

Other funds holding SPIP

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Post Resch Tallon Group's SPIP Position: Q2 2026 in Review

Post Resch Tallon Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.13% in Q2 2026, selling an estimated $648 and leaving 18,968 shares worth $487K. The position accounts for 0.34% of the portfolio, ranked #59.

Post Resch Tallon Group first reported a position in SPIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $492K in Q1 2026. 30 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Post Resch Tallon Group held 18,968 shares of State Street SPDR Portfolio TIPS ETF worth $487K as of Q2 2026.
Post Resch Tallon Group sold 25 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $648.
State Street SPDR Portfolio TIPS ETF made up 0.34% of Post Resch Tallon Group's portfolio in Q2 2026, its #59 holding.
Post Resch Tallon Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's State Street SPDR Portfolio TIPS ETF position peaked at $492K in Q1 2026.
30 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.