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Princeton Global Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Princeton Global 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 		$32.8K Sell
1,278
-371
-22% -$9.62K ﹤0.01% 411
2026
Q1 		$42.9K Hold
1,649
– – 0.01% 374
2025
Q4 		$42.8K Hold
1,649
– – 0.01% 366
2025
Q3 		$43.4K Hold
1,649
– – 0.01% 338
2025
Q2 		$43K Sell
1,649
-1,308
-44% -$33.8K 0.01% 328
2025
Q1 		$78K Sell
2,957
-498
-14% -$12.8K 0.02% 252
2024
Q4 		$87.4K Hold
3,455
– – 0.02% 255
2024
Q3 		$90.8K Sell
3,455
-1,455
-30% -$37.6K 0.02% 253
2024
Q2 		$125K Sell
4,910
-473
-9% -$12K 0.03% 200
2024
Q1 		$138K Sell
5,383
-2,346
-30% -$60K 0.03% 178
2023
Q4 		$198K Hold
7,729
– – 0.05% 164
2023
Q3 		$192K Sell
7,729
-2,778
-26% -$70.4K 0.05% 159
2023
Q2 		$272K Sell
10,507
-673
-6% -$17.6K 0.08% 144
2023
Q1 		$298K Sell
11,180
-429
-4% -$11.2K 0.09% 140
2022
Q4 		$299K Sell
11,609
-1,064
-8% -$27.4K 0.1% 127
2022
Q3 		$321K Sell
12,673
-97
-0.8% -$2.66K 0.11% 122
2022
Q2 		$351K Sell
12,770
-1,174
-8% -$33.7K 0.11% 123
2022
Q1 		$422K Sell
13,944
-104
-0.7% -$3.18K 0.12% 122
2021
Q4 		$443K Buy
+14,048
New +$441K 0.12% 128

Other funds holding SPIP

SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
PA
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Princeton Global Asset Management's SPIP Position: Q2 2026 in Review

Princeton Global Asset Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 22% in Q2 2026, selling an estimated $9.62K and leaving 1,278 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Princeton Global Asset Management first reported a position in SPIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $443K in Q4 2021. 30 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Princeton Global Asset Management held 1,278 shares of State Street SPDR Portfolio TIPS ETF worth $32.8K as of Q2 2026.
  • Princeton Global Asset Management sold 371 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $9.62K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #411 holding.
  • Princeton Global Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Princeton Global Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $443K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.