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Spire Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-109
Closed -$2.88K – 2548
2025
Q1 		$2.88K Hold
109
– – ﹤0.01% 2200
2024
Q4 		$2.76K Hold
109
– – ﹤0.01% 2184
2024
Q3 		$2.87K Sell
109
-70
-39% -$1.81K ﹤0.01% 1928
2024
Q2 		$4.55K Sell
179
-3,294
-95% -$83.4K ﹤0.01% 1848
2024
Q1 		$89K Sell
3,473
-3,934
-53% -$101K ﹤0.01% 1021
2023
Q4 		$190K Sell
7,407
-85
-1% -$2.13K 0.01% 776
2023
Q3 		$186K Sell
7,492
-681
-8% -$17.3K 0.01% 735
2023
Q2 		$211K Buy
8,173
+11
+0.1% +$288 0.01% 702
2023
Q1 		$218K Buy
8,162
+7,506
+1,144% +$197K 0.01% 698
2022
Q4 		$17K Sell
656
-7,976
-92% -$206K ﹤0.01% 1441
2022
Q3 		$219K Sell
8,632
-7,244
-46% -$198K 0.01% 507
2022
Q2 		$437K Buy
15,876
+10,628
+203% +$305K 0.02% 515
2022
Q1 		$159K Sell
5,248
-5,226
-50% -$160K ﹤0.01% 984
2021
Q4 		$330K Buy
10,474
+8,737
+503% +$274K 0.01% 867
2021
Q3 		$54K Hold
1,737
– – ﹤0.01% 1444
2021
Q2 		$54K Sell
1,737
-9,645
-85% -$298K ﹤0.01% 1453
2021
Q1 		$349K Buy
+11,382
New +$351K 0.01% 796

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's SPIP Position: Q2 2025 in Review

Spire Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 109 shares — an estimated $2.88K sold.

Spire Wealth Management first reported a position in SPIP in Q1 2021 and held it in 17 quarters. The position peaked at $437K in Q2 2022. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

  • Spire Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 109 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $2.88K.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $437K in Q2 2022.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.