Procyon Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Procyon Advisors’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	$4.79M	Sell	186,544 -2,781	-1%	-$72.1K	0.21%	112
2026 Q1	$4.92M	Sell	189,325 -2,467	-1%	-$64.4K	0.24%	103
2025 Q4	$4.98M	Sell	191,792 -1,247	-0.6%	-$32.7K	0.25%	92
2025 Q3	$5.08M	Buy	+193,039	New	+$5.05M	0.3%	73

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Procyon Advisors's SPIP Position: Q2 2026 in Review

Procyon Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.5% in Q2 2026, selling an estimated $72.1K and leaving 186,544 shares worth $4.79M. The position accounts for 0.21% of the portfolio, ranked #112.

Procyon Advisors first reported a position in SPIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.08M in Q3 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Procyon Advisors held 186,544 shares of State Street SPDR Portfolio TIPS ETF worth $4.79M as of Q2 2026.
Procyon Advisors sold 2,781 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $72.1K.
State Street SPDR Portfolio TIPS ETF made up 0.21% of Procyon Advisors's portfolio in Q2 2026, its #112 holding.
Procyon Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2025 and has held it in 4 quarters since.
Procyon Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $5.08M in Q3 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.