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

Provenance Wealth 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
2025 Q2	–	Sell	-4,000	Closed	-$106K	–	533
2025 Q1	$106K	Hold	4,000	–	–	0.02%	182
2024 Q4	$101K	Hold	4,000	–	–	0.01%	187
2024 Q3	$105K	Hold	4,000	–	–	0.01%	185
2024 Q2	$102K	Hold	4,000	–	–	0.01%	174
2024 Q1	$102K	Hold	4,000	–	–	0.01%	178
2023 Q4	$102K	Buy	+4,000	New	+$100K	0.01%	162

Other funds holding SPIP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provenance Wealth Advisors's SPIP Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 4,000 shares — an estimated $106K sold.

Provenance Wealth Advisors first reported a position in SPIP in Q4 2023 and held it in 6 quarters. The position peaked at $106K in Q1 2025. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Provenance Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Provenance Wealth Advisors sold 4,000 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $106K.
Provenance Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 6 quarters.
Provenance Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $106K in Q1 2025.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.