SWP
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Stratos Wealth Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stratos Wealth Partners’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
-154,230
Closed -$4.02M – 1594
2025
Q2 		$4.02M Buy
+154,230
New +$3.99M 0.05% 333
2024
Q2 		– Sell
-9,759
Closed -$250K – 1442
2024
Q1 		$250K Sell
9,759
-2,692
-22% -$68.8K ﹤0.01% 1177
2023
Q4 		$318K Buy
+12,451
New +$312K 0.01% 1054
2023
Q1 		– Sell
-282,708
Closed -$7.28M – 1207
2022
Q4 		$7.28M Sell
282,708
-30,942
-10% -$798K 0.18% 122
2022
Q3 		$7.95M Sell
313,650
-16,610
-5% -$455K 0.22% 93
2022
Q2 		$9.09M Sell
330,260
-86,198
-21% -$2.48M 0.23% 89
2022
Q1 		$12.6M Buy
416,458
+279,407
+204% +$8.54M 0.28% 81
2021
Q4 		$4.32M Buy
137,051
+35,951
+36% +$1.13M 0.1% 207
2021
Q3 		$3.14M Buy
101,100
+37,402
+59% +$1.17M 0.08% 246
2021
Q2 		$1.98M Buy
63,698
+44,714
+236% +$1.38M 0.05% 345
2021
Q1 		$580K Buy
18,984
+8,856
+87% +$273K 0.02% 664
2020
Q4 		$316K Buy
10,128
+224
+2% +$6.89K 0.01% 831
2020
Q3 		$306K Buy
9,904
+1,807
+22% +$55.6K 0.01% 778
2020
Q2 		$244K Sell
8,097
-20
-0.2% -$595 0.01% 832
2020
Q1 		$236K Buy
+8,117
New +$234K 0.01% 762
2018
Q4 		– Sell
-5,352
Closed -$146K – 2262
2018
Q3 		$146K Buy
+5,352
New +$147K 0.01% 964
2018
Q2 		– Sell
-5,352
Closed -$149K – 2344
2018
Q1 		$149K Buy
5,352
+800
+18% +$22.2K 0.01% 1014
2017
Q4 		$128K Buy
+4,552
New +$128K 0.01% 1056

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's SPIP Position: Q3 2025 in Review

Stratos Wealth Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2025, closing a stake of 154,230 shares — an estimated $4.02M sold.

Stratos Wealth Partners first reported a position in SPIP in Q4 2017 and held it in 18 quarters. The position peaked at $12.6M in Q1 2022. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

  • Stratos Wealth Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 154,230 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $4.02M.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 18 quarters.
  • Stratos Wealth Partners's State Street SPDR Portfolio TIPS ETF position peaked at $12.6M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.