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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Sunbelt Securities's SPIP Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q1 2026 at 88 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Sunbelt Securities first reported a position in SPIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.8K in Q1 2025. 210 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Sunbelt Securities held 88 shares of State Street SPDR Portfolio TIPS ETF worth $2.29K as of Q1 2026.
Sunbelt Securities left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1895 holding.
Sunbelt Securities first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's State Street SPDR Portfolio TIPS ETF position peaked at $5.8K in Q1 2025.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.