Southland Equity Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Southland Equity Partners’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 Q3	$211K	Sell	8,678 -108	-1%	-$2.71K	0.04%	286
2026 Q2	$226K	Sell	8,786 -165	-2%	-$4.28K	0.04%	283
2026 Q1	$233K	Sell	8,951 -284	-3%	-$7.42K	0.05%	241
2025 Q4	$240K	Sell	9,235 -6,517	-41%	-$171K	0.05%	226
2025 Q3	$415K	Sell	15,752 -21,108	-57%	-$552K	0.08%	156
2025 Q2	$961K	Sell	36,860 -90	-0.2%	-$2.33K	0.21%	82
2025 Q1	$975K	Sell	36,950 -54	-0.1%	-$1.39K	0.23%	78
2024 Q4	$937K	Sell	37,004 -152	-0.4%	-$3.91K	0.22%	81
2024 Q3	$976K	Sell	37,156 -1,704	-4%	-$44K	0.24%	74
2024 Q2	$988K	Sell	38,860 -986	-2%	-$25K	0.28%	65
2024 Q1	$1.02M	Sell	39,846 -1,283	-3%	-$32.8K	0.29%	60
2023 Q4	$1.05M	Sell	41,129 -819	-2%	-$20.5K	0.33%	51
2023 Q3	$1.04M	Sell	41,948 -1,201	-3%	-$30.5K	0.36%	49
2023 Q2	$1.11M	Sell	43,149 -585	-1%	-$15.3K	0.38%	50
2023 Q1	$1.17M	Sell	43,734 -144	-0.3%	-$3.77K	0.46%	44
2022 Q4	$1.13M	Sell	43,878 -2,885	-6%	-$74.4K	0.44%	39
2022 Q3	$1.19M	Sell	46,763 -1,158	-2%	-$31.7K	0.58%	39
2022 Q2	$1.32M	Buy	47,921 +969	+2%	+$27.8K	0.6%	34
2022 Q1	$1.42M	Buy	46,952 +1,741	+4%	+$53.2K	0.59%	34
2021 Q4	$1.42M	Buy	45,211 +540	+1%	+$17K	0.58%	37
2021 Q3	$1.39M	Buy	44,671 +1,577	+4%	+$49.5K	0.64%	34
2021 Q2	$1.34M	Buy	43,094 +12,572	+41%	+$388K	0.63%	37
2021 Q1	$932K	Buy	30,522 +5,337	+21%	+$164K	0.53%	38
2020 Q4	$785K	Buy	+25,185	New	+$774K	0.53%	41

Other funds holding SPIP

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Southland Equity Partners's SPIP Position: Q3 2026 in Review

Southland Equity Partners reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.2% in Q3 2026, selling an estimated $2.71K and leaving 8,678 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #286.

Southland Equity Partners first reported a position in SPIP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2021. 16 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Southland Equity Partners held 8,678 shares of State Street SPDR Portfolio TIPS ETF worth $211K as of Q3 2026.
Southland Equity Partners sold 108 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $2.71K.
State Street SPDR Portfolio TIPS ETF made up 0.04% of Southland Equity Partners's portfolio in Q3 2026, its #286 holding.
Southland Equity Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and has held it in 24 quarters since.
Southland Equity Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.42M in Q4 2021.
16 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.