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SPIP icon

Ridgewood Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ridgewood Investments’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 		$313K Sell
12,191
-1,638
-12% -$42.5K 0.12% 184
2026
Q1 		$360K Buy
+13,829
New +$361K 0.15% 166
2025
Q3 		$433K Sell
16,447
-2,984
-15% -$78K 0.18% 141
2025
Q2 		$506K Sell
19,431
-986
-5% -$25.5K 0.22% 115
2025
Q1 		$539K Sell
20,417
-551
-3% -$14.2K 0.25% 113
2024
Q4 		$531K Sell
20,968
-3,302
-14% -$85K 0.26% 104
2024
Q3 		$638K Sell
24,270
-1,776
-7% -$45.9K 0.32% 91
2024
Q2 		$662K Sell
26,046
-80
-0.3% -$2.02K 0.33% 90
2024
Q1 		$669K Buy
26,126
+2,179
+9% +$55.7K 0.35% 92
2023
Q4 		$612K Buy
23,947
+1,388
+6% +$34.7K 0.36% 97
2023
Q3 		$560K Sell
22,559
-77
-0.3% -$1.95K 0.37% 96
2023
Q2 		$585K Buy
22,636
+2,104
+10% +$55K 0.33% 94
2023
Q1 		$548K Buy
20,532
+3,067
+18% +$80.3K 0.34% 92
2022
Q4 		$450K Sell
17,465
-552
-3% -$14.2K 0.32% 103
2022
Q3 		$457K Buy
18,017
+1,860
+12% +$50.9K 0.38% 92
2022
Q2 		$445K Sell
16,157
-679
-4% -$19.5K 0.35% 98
2022
Q1 		$509K Buy
16,836
+785
+5% +$24K 0.33% 101
2021
Q4 		$506K Buy
16,051
+1,295
+9% +$40.7K 0.32% 105
2021
Q3 		$459K Buy
14,756
+1,681
+13% +$52.8K 0.31% 106
2021
Q2 		$407K Sell
13,075
-2,787
-18% -$86.1K 0.26% 124
2021
Q1 		$485K Buy
15,862
+8,717
+122% +$269K 0.3% 118
2020
Q4 		$221K Hold
7,145
– – 0.17% 149
2020
Q3 		$221K Buy
+7,145
New +$220K 0.17% 150

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

Ridgewood Investments's SPIP Position: Q2 2026 in Review

Ridgewood Investments reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 12% in Q2 2026, selling an estimated $42.5K and leaving 12,191 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #184.

Ridgewood Investments first reported a position in SPIP in Q3 2020 and has held it in 23 quarters since. The position peaked at $669K in Q1 2024. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Ridgewood Investments held 12,191 shares of State Street SPDR Portfolio TIPS ETF worth $313K as of Q2 2026.
  • Ridgewood Investments sold 1,638 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $42.5K.
  • State Street SPDR Portfolio TIPS ETF made up 0.12% of Ridgewood Investments's portfolio in Q2 2026, its #184 holding.
  • Ridgewood Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 23 quarters since.
  • Ridgewood Investments's State Street SPDR Portfolio TIPS ETF position peaked at $669K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.