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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

Southland Equity Partners's SPIP Position: Q2 2026 in Review

Southland Equity Partners reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.8% in Q2 2026, selling an estimated $4.28K and leaving 8,786 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #283.

Southland Equity Partners first reported a position in SPIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Southland Equity Partners held 8,786 shares of State Street SPDR Portfolio TIPS ETF worth $226K as of Q2 2026.
  • Southland Equity Partners sold 165 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $4.28K.
  • State Street SPDR Portfolio TIPS ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #283 holding.
  • Southland Equity Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.42M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.