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 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

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

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

CFS

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

PFA

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

3AM

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

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

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

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

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

Stonehaven Wealth & Tax Solutions's SPIP Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 2% in Q1 2026, selling an estimated $15.5K and leaving 28,565 shares worth $743K. The position accounts for 0.66% of the portfolio, ranked #31.

Stonehaven Wealth & Tax Solutions first reported a position in SPIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q1 2025. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 28,565 shares of State Street SPDR Portfolio TIPS ETF worth $743K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 595 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $15.5K.
State Street SPDR Portfolio TIPS ETF made up 0.66% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #31 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $822K in Q1 2025.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.