Root Financial Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Root Financial Partners’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	$1.67K	Buy	+64	New	+$1.67K	﹤0.01%	2395

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 $2.24B AUM 16.9% 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

Root Financial Partners's SPIP Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026: 64 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #2395 among its holdings.

208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Root Financial Partners held 64 shares of State Street SPDR Portfolio TIPS ETF worth $1.67K as of Q1 2026.
State Street SPDR Portfolio TIPS ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2395 holding.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.