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

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

Sheets Smith Wealth Management's SPIP Position: Q2 2026 in Review

Sheets Smith Wealth Management held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 22,466 shares worth $577K. The position accounts for 0.06% of the portfolio, ranked #282.

Sheets Smith Wealth Management first reported a position in SPIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $593K in Q1 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Sheets Smith Wealth Management held 22,466 shares of State Street SPDR Portfolio TIPS ETF worth $577K as of Q2 2026.
Sheets Smith Wealth Management left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #282 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Sheets Smith Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $593K in Q1 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.