Strategic Advocates’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Strategic Advocates’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	–	Sell	-538	Closed	-$14K	–	562
2025 Q4	$14K	Hold	538	–	–	﹤0.01%	333
2025 Q3	$14.2K	Buy	+538	New	+$14.1K	﹤0.01%	325
2024 Q1	–	Sell	-12,721	Closed	-$325K	–	169
2023 Q4	$325K	Sell	12,721 -6,546	-34%	-$164K	0.14%	103
2023 Q3	$479K	Buy	+19,267	New	+$489K	0.23%	85

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 $755M AUM 20.43% 1-Year Est. Return

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

Strategic Advocates's SPIP Position: Q1 2026 in Review

Strategic Advocates sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 538 shares — an estimated $14K sold.

Strategic Advocates first reported a position in SPIP in Q3 2023 and held it in 4 quarters. The position peaked at $479K in Q3 2023. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Strategic Advocates reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 538 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $14K.
Strategic Advocates first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2023 and held it in 4 quarters.
Strategic Advocates's State Street SPDR Portfolio TIPS ETF position peaked at $479K in Q3 2023.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.