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

Resonant Capital 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
Q1 		– Sell
-7,997
Closed -$208K – 520
2025
Q4 		$208K Sell
7,997
-4,167
-34% -$109K 0.01% 419
2025
Q3 		$320K Sell
12,164
-20,307
-63% -$531K 0.02% 319
2025
Q2 		$846K Sell
32,471
-5,900
-15% -$152K 0.05% 173
2025
Q1 		$1.01M Sell
38,371
-97
-0.3% -$2.5K 0.07% 147
2024
Q4 		$974K Buy
38,468
+4,596
+14% +$118K 0.07% 151
2024
Q3 		$890K Sell
33,872
-243
-0.7% -$6.28K 0.07% 164
2024
Q2 		$867K Sell
34,115
-2,266
-6% -$57.4K 0.07% 158
2024
Q1 		$932K Sell
36,381
-2
-0% -$51 0.08% 152
2023
Q4 		$930K Buy
36,383
+3,909
+12% +$97.8K 0.09% 137
2023
Q3 		$807K Buy
32,474
+1,452
+5% +$36.8K 0.09% 137
2023
Q2 		$802K Sell
31,022
-7,453
-19% -$195K 0.09% 132
2023
Q1 		$1.03M Sell
38,475
-1,717
-4% -$45K 0.12% 118
2022
Q4 		$1.04M Sell
40,192
-158
-0.4% -$4.08K 0.13% 116
2022
Q3 		$1.02M Buy
40,350
+5,033
+14% +$138K 0.16% 109
2022
Q2 		$972K Buy
+35,317
New +$1.01M 0.15% 106

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Resonant Capital Advisors's SPIP Position: Q1 2026 in Review

Resonant Capital Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 7,997 shares — an estimated $208K sold.

Resonant Capital Advisors first reported a position in SPIP in Q2 2022 and held it in 15 quarters. The position peaked at $1.04M in Q4 2022. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Resonant Capital Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 7,997 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $208K.
  • Resonant Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and held it in 15 quarters.
  • Resonant Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.04M in Q4 2022.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.