SageView Advisory Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

SageView Advisory Group’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
2025 Q4	$198K	Buy	+7,632	New	+$200K	0.01%	611
2023 Q4	–	Sell	-20,168	Closed	-$505K	–	469
2023 Q3	$501K	Sell	20,168 -2,862	-12%	-$72.6K	0.03%	327
2023 Q2	$595K	Sell	23,030 -11,130	-33%	-$291K	0.03%	319
2023 Q1	$911K	Sell	34,160 -25,185	-42%	-$659K	0.06%	219
2022 Q4	$1.53M	Buy	+59,345	New	+$1.53M	0.12%	117

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SageView Advisory Group's SPIP Position: Q4 2025 in Review

SageView Advisory Group opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025: 7,632 shares worth $198K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SPIP as recently as Q3 2023.

SageView Advisory Group first reported a position in SPIP in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2022. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

SageView Advisory Group held 7,632 shares of State Street SPDR Portfolio TIPS ETF worth $198K as of Q4 2025.
State Street SPDR Portfolio TIPS ETF was a new SageView Advisory Group position in Q4 2025.
State Street SPDR Portfolio TIPS ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #611 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and has held it in 5 quarters since.
SageView Advisory Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.53M in Q4 2022.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.