Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio TIPS Index ETF SPIP Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$604K	Sell	24,788 -4,248	-15%	-$106K	0.57%	37
2026 Q2	$746K	Buy	29,036 +471	+2%	+$12.2K	0.6%	33
2026 Q1	$743K	Sell	28,565 -595	-2%	-$15.5K	0.66%	31
2025 Q4	$757K	Sell	29,160 -106	-0.4%	-$2.78K	0.68%	31
2025 Q3	$770K	Buy	29,266 +36	+0.1%	+$941	0.71%	30
2025 Q2	$762K	Sell	29,230 -1,916	-6%	-$49.5K	0.74%	29
2025 Q1	$822K	Buy	31,146 +256	+0.8%	+$6.61K	0.87%	26
2024 Q4	$782K	Buy	+30,890	New	+$795K	0.85%	36

Other funds holding SPIP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's SPIP Position: Q3 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its State Street SPDR Portfolio TIPS Index ETF (SPIP) stake by 15% in Q3 2026, selling an estimated $106K and leaving 24,788 shares worth $604K. The position accounts for 0.57% of the portfolio, ranked #37.

Stonehaven Wealth & Tax Solutions first reported a position in SPIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $822K in Q1 2025. 158 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Stonehaven Wealth & Tax Solutions held 24,788 shares of State Street SPDR Portfolio TIPS Index ETF worth $604K as of Q3 2026.
Stonehaven Wealth & Tax Solutions sold 4,248 State Street SPDR Portfolio TIPS Index ETF shares in Q3 2026, an estimated $106K.
State Street SPDR Portfolio TIPS Index ETF made up 0.57% of Stonehaven Wealth & Tax Solutions's portfolio in Q3 2026, its #37 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q4 2024 and has held it in 8 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio TIPS Index ETF position peaked at $822K in Q1 2025.
158 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q3 2026, filed 22 Oct 2026.