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

Realta Investment 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
Q3 		$37.6K Sell
1,544
-73
-5% -$1.83K 0.01% 275
2026
Q2 		$41.5K Buy
1,617
+8
+0.5% +$207 0.01% 276
2026
Q1 		$41.9K Sell
1,609
-93
-5% -$2.43K 0.01% 257
2025
Q4 		$44.2K Buy
1,702
+64
+4% +$1.68K 0.01% 251
2025
Q3 		$43.1K Sell
1,638
-110
-6% -$2.88K 0.01% 241
2025
Q2 		$45.6K Buy
1,748
+77
+5% +$1.99K 0.02% 235
2025
Q1 		$44.1K Buy
1,671
+631
+61% +$16.3K 0.02% 238
2024
Q4 		$26.3K Buy
+1,040
New +$26.8K 0.01% 271
2024
Q3 		– Sell
-2,732
Closed -$69.4K – 712
2024
Q2 		$69.4K Buy
2,732
+5
+0.2% +$127 0.01% 502
2024
Q1 		$69.9K Buy
+2,727
New +$69.7K 0.01% 518
2023
Q4 		– Sell
-9,636
Closed -$249K – 750
2023
Q3 		$249K Hold
9,636
– – 0.06% 328
2023
Q2 		$249K Sell
9,636
-141
-1% -$3.69K 0.05% 346
2023
Q1 		$261K Sell
9,777
-381
-4% -$9.97K 0.06% 320
2022
Q4 		$262K Sell
10,158
-10,097
-50% -$260K 0.06% 330
2022
Q3 		$514K Sell
20,255
-3,280
-14% -$89.8K 0.13% 187
2022
Q2 		$654K Sell
23,535
-12,238
-34% -$352K 0.16% 148
2022
Q1 		$1.08M Buy
35,773
+3,090
+9% +$94.5K 0.22% 103
2021
Q4 		$1.03M Sell
32,683
-116
-0.4% -$3.64K 0.23% 106
2021
Q3 		$1.02M Buy
32,799
+243
+0.7% +$7.63K 0.24% 100
2021
Q2 		$1.01M Buy
32,556
+2,756
+9% +$85.1K 0.24% 106
2021
Q1 		$910K Buy
29,800
+932
+3% +$28.7K 0.24% 108
2020
Q4 		$900K Buy
28,868
+3,800
+15% +$117K 0.25% 89
2020
Q3 		$774K Buy
25,068
+15,758
+169% +$484K 0.26% 90
2020
Q2 		$281K Buy
+9,310
New +$277K 0.09% 256
2020
Q1 		– Sell
-110
Closed -$3K – 1231
2019
Q4 		$3K Hold
110
– – ﹤0.01% 1439
2019
Q3 		$3K Hold
110
– – ﹤0.01% 1456
2019
Q2 		$3K Hold
110
– – ﹤0.01% 1508
2019
Q1 		$3K Buy
+110
New +$3K ﹤0.01% 1178

Other funds holding SPIP

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Realta Investment Advisors's SPIP Position: Q3 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.5% in Q3 2026, selling an estimated $1.83K and leaving 1,544 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #275.

Realta Investment Advisors first reported a position in SPIP in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.08M in Q1 2022. 18 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Realta Investment Advisors held 1,544 shares of State Street SPDR Portfolio TIPS ETF worth $37.6K as of Q3 2026.
  • Realta Investment Advisors sold 73 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $1.83K.
  • State Street SPDR Portfolio TIPS ETF made up 0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #275 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2019 and has held it in 28 quarters since.
  • Realta Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.08M in Q1 2022.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.