Raymond James Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Raymond James Financial’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 Q1	$3M	Buy	115,261 +3,896	+3%	+$102K	﹤0.01%	3022
2025 Q4	$2.89M	Sell	111,365 -1,404	-1%	-$36.8K	﹤0.01%	2962
2025 Q3	$2.97M	Sell	112,769 -40,753	-27%	-$1.07M	﹤0.01%	2871
2025 Q2	$4M	Sell	153,522 -11,269	-7%	-$291K	﹤0.01%	2527
2025 Q1	$4.35M	Sell	164,791 -39,235	-19%	-$1.01M	﹤0.01%	2430
2024 Q4	$5.16M	Buy	+204,026	New	+$5.25M	﹤0.01%	2305

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

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

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

Raymond James Financial's SPIP Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 3.5% in Q1 2026, buying an estimated $102K and bringing the position to 115,261 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Raymond James Financial first reported a position in SPIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.16M in Q4 2024. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Raymond James Financial held 115,261 shares of State Street SPDR Portfolio TIPS ETF worth $3M as of Q1 2026.
Raymond James Financial bought 3,896 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $102K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3022 holding.
Raymond James Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street SPDR Portfolio TIPS ETF position peaked at $5.16M in Q4 2024.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.