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

Rossby 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 Q2	$108K	Hold	4,213	–	–	0.02%	523
2026 Q1	$109K	Hold	4,213	–	–	0.02%	521
2025 Q4	$109K	Sell	4,213 -24	-0.6%	-$629	0.03%	393
2025 Q3	$111K	Hold	4,237	–	–	0.04%	375
2025 Q2	$110K	Hold	4,237	–	–	0.04%	347
2025 Q1	$110K	Buy	+4,237	New	+$109K	0.05%	322

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Rossby Financial's SPIP Position: Q2 2026 in Review

Rossby Financial held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 4,213 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #523.

Rossby Financial first reported a position in SPIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $111K in Q3 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Rossby Financial held 4,213 shares of State Street SPDR Portfolio TIPS ETF worth $108K as of Q2 2026.
Rossby Financial left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #523 holding.
Rossby Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's State Street SPDR Portfolio TIPS ETF position peaked at $111K in Q3 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.