Silver Oak Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Silver Oak Securities’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	$227K	Buy	8,848 +2	+0%	+$52	0.01%	710
2026 Q1	$230K	Sell	8,846 -118	-1%	-$3.08K	0.02%	685
2025 Q4	$233K	Sell	8,964 -1,374	-13%	-$36K	0.02%	712
2025 Q3	$272K	Buy	10,338 +2	+0%	+$52	0.02%	610
2025 Q2	$269K	Sell	10,336 -417	-4%	-$10.8K	0.02%	568
2025 Q1	$282K	Sell	10,753 -547	-5%	-$14.1K	0.03%	521
2024 Q4	$286K	Buy	11,300 +2	+0%	+$51	0.03%	519
2024 Q3	$297K	Buy	11,298 +11,185	+9,898%	+$289K	0.03%	432
2024 Q2	$2.88K	Buy	+113	New	+$2.86K	﹤0.01%	485

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

Silver Oak Securities's SPIP Position: Q2 2026 in Review

Silver Oak Securities increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.02% in Q2 2026, buying an estimated $52 and bringing the position to 8,848 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #710.

Silver Oak Securities first reported a position in SPIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $297K in Q3 2024. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Silver Oak Securities held 8,848 shares of State Street SPDR Portfolio TIPS ETF worth $227K as of Q2 2026.
Silver Oak Securities bought 2 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $52.
State Street SPDR Portfolio TIPS ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #710 holding.
Silver Oak Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and has held it in 9 quarters since.
Silver Oak Securities's State Street SPDR Portfolio TIPS ETF position peaked at $297K in Q3 2024.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.