Sheets Smith Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sheets Smith Wealth Management’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	$577K	Hold	22,466	–	–	0.06%	282
2026 Q1	$584K	Hold	22,466	–	–	0.07%	265
2025 Q4	$583K	Hold	22,466	–	–	0.06%	258
2025 Q3	$591K	Hold	22,466	–	–	0.07%	259
2025 Q2	$585K	Hold	22,466	–	–	0.07%	258
2025 Q1	$593K	Hold	22,466	–	–	0.07%	230
2024 Q4	$569K	Hold	22,466	–	–	0.07%	244
2024 Q3	$590K	Sell	22,466 -217	-1%	-$5.61K	0.07%	226
2024 Q2	$577K	Hold	22,683	–	–	0.07%	221
2024 Q1	$581K	Sell	22,683 -285	-1%	-$7.29K	0.07%	220
2023 Q4	$587K	Buy	+22,968	New	+$575K	0.08%	192

Other funds holding SPIP

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return