Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio TIPS 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 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 $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Stonehaven Wealth & Tax Solutions's SPIP Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 29,036 shares worth $746K. The position accounts for 0.6% of the portfolio, ranked #33.

Stonehaven Wealth & Tax Solutions first reported a position in SPIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q1 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 29,036 shares of State Street SPDR Portfolio TIPS ETF worth $746K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 471 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR Portfolio TIPS ETF made up 0.6% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #33 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $822K in Q1 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.