Principal Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Principal Securities’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	-1,753	Closed	-$46.1K	–	3221
2025 Q3	$46.1K	Sell	1,753 -251	-13%	-$6.56K	﹤0.01%	1984
2025 Q2	$52.2K	Sell	2,004 -673	-25%	-$17.4K	﹤0.01%	1852
2025 Q1	$67.8K	Hold	2,677	–	–	﹤0.01%	1615
2024 Q4	$67.8K	Sell	2,677 -69	-3%	-$1.78K	﹤0.01%	1613
2024 Q3	$72.2K	Hold	2,746	–	–	﹤0.01%	1540
2024 Q2	$69.8K	Sell	2,746 -109	-4%	-$2.76K	﹤0.01%	1461
2024 Q1	$73.1K	Hold	2,855	–	–	﹤0.01%	1400
2023 Q4	$73K	Buy	+2,855	New	+$71.4K	﹤0.01%	1319

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

Principal Securities's SPIP Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 1,753 shares — an estimated $46.1K sold.

Principal Securities first reported a position in SPIP in Q4 2023 and held it in 8 quarters. The position peaked at $73.1K in Q1 2024. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Principal Securities reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,753 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $46.1K.
Principal Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's State Street SPDR Portfolio TIPS ETF position peaked at $73.1K in Q1 2024.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.