S.A. Mason’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

S.A. Mason’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	$135K	Hold	5,240	–	–	0.04%	248
2026 Q1	$136K	Hold	5,240	–	–	0.05%	236
2025 Q4	$136K	Hold	5,240	–	–	0.05%	231
2025 Q3	$138K	Hold	5,240	–	–	0.06%	219
2025 Q2	$137K	Hold	5,240	–	–	0.07%	205
2025 Q1	$138K	Hold	5,240	–	–	0.07%	205
2024 Q4	$133K	Hold	5,240	–	–	0.07%	205
2024 Q3	$138K	Hold	5,240	–	–	0.07%	200
2024 Q2	$133K	Hold	5,240	–	–	0.08%	187
2024 Q1	$134K	Hold	5,240	–	–	0.08%	184
2023 Q4	$134K	Hold	5,240	–	–	0.09%	179
2023 Q3	$130K	Hold	5,240	–	–	0.09%	177
2023 Q2	$140K	Hold	5,240	–	–	0.1%	170
2023 Q1	$140K	Hold	5,240	–	–	0.1%	170
2022 Q4	$135K	Hold	5,240	–	–	0.1%	173
2022 Q3	$133K	Hold	5,240	–	–	0.11%	176
2022 Q2	$144K	Hold	5,240	–	–	0.11%	174
2022 Q1	$159K	Hold	5,240	–	–	0.1%	176
2021 Q4	$165K	Hold	5,240	–	–	0.1%	175
2021 Q3	$163K	Hold	5,240	–	–	0.11%	167
2021 Q2	$163K	Hold	5,240	–	–	0.11%	170
2021 Q1	$160K	Hold	5,240	–	–	0.12%	166
2020 Q4	$163K	Hold	5,240	–	–	0.14%	157
2020 Q3	$162K	Hold	5,240	–	–	0.15%	147
2020 Q2	$158K	Hold	5,240	–	–	0.17%	139
2020 Q1	$152K	Hold	5,240	–	–	0.18%	126
2019 Q4	$150K	Buy	+5,240	New	+$149K	0.14%	145

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

S.A. Mason's SPIP Position: Q2 2026 in Review

S.A. Mason held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 5,240 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #248.

S.A. Mason first reported a position in SPIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $165K in Q4 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

S.A. Mason held 5,240 shares of State Street SPDR Portfolio TIPS ETF worth $135K as of Q2 2026.
S.A. Mason left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.04% of S.A. Mason's portfolio in Q2 2026, its #248 holding.
S.A. Mason first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 27 quarters since.
S.A. Mason's State Street SPDR Portfolio TIPS ETF position peaked at $165K in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.