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
2026 Q1	–	Sell	-7,632	Closed	-$198K	–	2166
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 $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

SageView Advisory Group's SPIP Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 7,632 shares — an estimated $198K sold.

SageView Advisory Group first reported a position in SPIP in Q4 2022 and held it in 5 quarters. The position peaked at $1.53M in Q4 2022. 210 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 7,632 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $198K.
SageView Advisory Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's State Street SPDR Portfolio TIPS ETF position peaked at $1.53M in Q4 2022.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.