Sunbelt Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sunbelt Securities’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	$2.29K	Hold	88	–	–	﹤0.01%	1895
2025 Q4	$2.28K	Hold	88	–	–	﹤0.01%	1848
2025 Q3	$2.32K	Hold	88	–	–	﹤0.01%	1829
2025 Q2	$2.23K	Sell	88 -132	-60%	-$3.41K	﹤0.01%	1579
2025 Q1	$5.8K	Buy	220 +132	+150%	+$3.41K	﹤0.01%	1392
2024 Q4	$2.23K	Hold	88	–	–	﹤0.01%	1582
2024 Q3	$2.31K	Hold	88	–	–	﹤0.01%	1595
2024 Q2	$2.24K	Hold	88	–	–	﹤0.01%	1535
2024 Q1	$2.25K	Hold	88	–	–	﹤0.01%	1503
2023 Q4	$2.25K	Hold	88	–	–	﹤0.01%	1448
2023 Q3	$2.19K	Hold	88	–	–	﹤0.01%	1466
2023 Q2	$2.27K	Hold	88	–	–	﹤0.01%	1428
2023 Q1	$2.34K	Buy	+88	New	+$2.3K	﹤0.01%	1413

Other funds holding SPIP

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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

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

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

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

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Bank of America

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