Sound Income Strategies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sound Income Strategies’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	–	Sell	-721	Closed	-$18.7K	–	2128
2026 Q1	$18.7K	Hold	721	–	–	﹤0.01%	1218
2025 Q4	$18.7K	Buy	+721	New	+$18.9K	﹤0.01%	1180
2025 Q1	–	Sell	-234	Closed	-$5.92K	–	1611
2024 Q4	$5.92K	Hold	234	–	–	﹤0.01%	956
2024 Q3	$6.15K	Hold	234	–	–	﹤0.01%	904
2024 Q2	$5.95K	Hold	234	–	–	﹤0.01%	903
2024 Q1	$6K	Hold	234	–	–	﹤0.01%	873
2023 Q4	$5.98K	Hold	234	–	–	﹤0.01%	857
2023 Q3	$5.81K	Hold	234	–	–	﹤0.01%	717
2023 Q2	$6.05K	Sell	234 -214	-48%	-$5.59K	﹤0.01%	699
2023 Q1	$11.9K	Hold	448	–	–	﹤0.01%	516
2022 Q4	$11.5K	Sell	448 -3,491	-89%	-$90.1K	﹤0.01%	489
2022 Q3	$100K	Buy	+3,939	New	+$108K	0.01%	172

Other funds holding SPIP

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sound Income Strategies's SPIP Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 721 shares — an estimated $18.7K sold.

Sound Income Strategies first reported a position in SPIP in Q3 2022 and held it in 12 quarters. The position peaked at $100K in Q3 2022. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 721 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $18.7K.
Sound Income Strategies first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 12 quarters.
Sound Income Strategies's State Street SPDR Portfolio TIPS ETF position peaked at $100K in Q3 2022.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.