Simplex Trading’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Simplex Trading’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	–	Sell	-607	Closed	-$15K	–	9968
2025 Q3	$15K	Sell	607 -594	-49%	-$15.5K	﹤0.01%	7603
2025 Q2	$31K	Buy	+1,201	New	+$31K	﹤0.01%	6382
2023 Q4	–	Sell	-30	Closed	–	–	9762
2023 Q3	$0	Sell	30 -569	-95%	-$14.4K	﹤0.01%	9750
2023 Q2	$15K	Sell	599 -2,471	-80%	-$64.6K	﹤0.01%	7057
2023 Q1	$81K	Buy	3,070 +1,390	+83%	+$36.4K	﹤0.01%	5402
2022 Q4	$43K	Buy	+1,680	New	+$43.3K	﹤0.01%	6066
2022 Q3	–	Sell	-217	Closed	-$5K	–	10826
2022 Q2	$5K	Buy	217 +100	+85%	+$2.87K	﹤0.01%	8864
2022 Q1	$3K	Sell	117 -83	-42%	-$2.54K	﹤0.01%	9740
2021 Q4	$6K	Sell	200 -1,079	-84%	-$33.9K	﹤0.01%	9437
2021 Q3	$39K	Hold	1,279	–	–	﹤0.01%	7833
2021 Q2	$39K	Buy	+1,279	New	+$39.5K	﹤0.01%	7953

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

Simplex Trading's SPIP Position: Q4 2025 in Review

Simplex Trading sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 607 shares — an estimated $15K sold.

Simplex Trading first reported a position in SPIP in Q2 2021 and held it in 11 quarters. The position peaked at $81K in Q1 2023. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Simplex Trading reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 607 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $15K.
Simplex Trading first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 11 quarters.
Simplex Trading's State Street SPDR Portfolio TIPS ETF position peaked at $81K in Q1 2023.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.