Steward Partners Investment Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-160	Closed	-$4.05K	–	4148
2024 Q4	$4.05K	Buy	+160	New	+$4.12K	﹤0.01%	3440
2023 Q2	–	Sell	-200	Closed	-$5.33K	–	3381
2023 Q1	$5.33K	Hold	200	–	–	﹤0.01%	2769
2022 Q4	$5.15K	Hold	200	–	–	﹤0.01%	2761
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	2785
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	2716
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	2848
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	2784
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	2771
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	6447
2021 Q1	$6.11K	Hold	200	–	–	﹤0.01%	2959
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	2482
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	2317
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	2231
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	2097
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	2250
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	2256
2019 Q2	$5K	Buy	+200	New	+$5.58K	﹤0.01%	2236
2018 Q4	–	Sell	-218	Closed	-$6K	–	1959
2018 Q3	$6K	Sell	218 -926	-81%	-$25.5K	﹤0.01%	2074
2018 Q2	$32K	Buy	1,144 +260	+29%	+$7.18K	﹤0.01%	1277
2018 Q1	$24K	Buy	884 +358	+68%	+$9.94K	﹤0.01%	1270
2017 Q4	$14K	Buy	526 +326	+163%	+$9.2K	﹤0.01%	1247
2017 Q3	$5K	Buy	+200	New	+$5.65K	﹤0.01%	1302

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's SPIP Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 160 shares — an estimated $4.05K sold.

Steward Partners Investment Advisory first reported a position in SPIP in Q3 2017 and held it in 22 quarters. The position peaked at $32K in Q2 2018. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

Steward Partners Investment Advisory reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 160 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $4.05K.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2017 and held it in 22 quarters.
Steward Partners Investment Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $32K in Q2 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.