Stifel Financial
SPIP icon

Stifel Financial’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stifel Financial’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
Q3 		– Sell
-8,944
Closed -$233K – 3638
2025
Q2 		$233K Sell
8,944
-258
-3% -$6.67K ﹤0.01% 3187
2025
Q1 		$243K Sell
9,202
-2,161
-19% -$55.8K ﹤0.01% 3091
2024
Q4 		$288K Buy
11,363
+601
+6% +$15.5K ﹤0.01% 2983
2024
Q3 		$283K Sell
10,762
-601
-5% -$15.5K ﹤0.01% 2991
2024
Q2 		$289K Buy
11,363
+143
+1% +$3.62K ﹤0.01% 2936
2024
Q1 		$287K Sell
11,220
-252
-2% -$6.45K ﹤0.01% 2940
2023
Q4 		$293K Sell
11,472
-932
-8% -$23.3K ﹤0.01% 2865
2023
Q3 		$308K Buy
12,404
+361
+3% +$9.15K ﹤0.01% 2778
2023
Q2 		$311K Sell
12,043
-330
-3% -$8.63K ﹤0.01% 2798
2023
Q1 		$330K Sell
12,373
-6,265
-34% -$164K ﹤0.01% 2749
2022
Q4 		$480K Sell
18,638
-113
-0.6% -$2.92K ﹤0.01% 2494
2022
Q3 		$476K Buy
18,751
+2,689
+17% +$73.6K ﹤0.01% 2465
2022
Q2 		$442K Sell
16,062
-32,459
-67% -$932K ﹤0.01% 2538
2022
Q1 		$1.47M Buy
48,521
+41,582
+599% +$1.27M ﹤0.01% 1859
2021
Q4 		$219K Buy
+6,939
New +$218K ﹤0.01% 3102
2020
Q3 		– Sell
-19,432
Closed -$586K – 2977
2020
Q2 		$586K Buy
+19,432
New +$578K ﹤0.01% 1929
2019
Q1 		– Sell
-11,774
Closed -$318K – 2848
2018
Q4 		$318K Buy
+11,774
New +$316K ﹤0.01% 2194

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's SPIP Position: Q3 2025 in Review

Stifel Financial sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 8,944 shares — an estimated $233K sold.

Stifel Financial first reported a position in SPIP in Q4 2018 and held it in 17 quarters. The position peaked at $1.47M in Q1 2022. 210 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

  • Stifel Financial reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 8,944 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $233K.
  • Stifel Financial first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 17 quarters.
  • Stifel Financial's State Street SPDR Portfolio TIPS ETF position peaked at $1.47M in Q1 2022.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.