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TD Private Client Wealth’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

TD Private Client Wealth’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 		$93.6K Sell
3,598
-264
-7% -$6.9K ﹤0.01% 770
2025
Q4 		$100K Sell
3,862
-160
-4% -$4.2K ﹤0.01% 761
2025
Q3 		$106K Sell
4,022
-177
-4% -$4.63K ﹤0.01% 744
2025
Q2 		$109K Sell
4,199
-206
-5% -$5.32K ﹤0.01% 724
2025
Q1 		$116K Sell
4,405
-1,378
-24% -$35.6K ﹤0.01% 686
2024
Q4 		$146K Sell
5,783
-7
-0.1% -$180 ﹤0.01% 663
2024
Q3 		$152K Sell
5,790
-5,473
-49% -$141K ﹤0.01% 658
2024
Q2 		$286K Buy
11,263
+201
+2% +$5.09K 0.01% 514
2024
Q1 		$283K Sell
11,062
-15,045
-58% -$385K 0.01% 529
2023
Q4 		$668K Sell
26,107
-50
-0.2% -$1.25K 0.02% 393
2023
Q3 		$650K Sell
26,157
-7,155
-21% -$181K 0.03% 378
2023
Q2 		$861K Sell
33,312
-938
-3% -$24.5K 0.04% 360
2023
Q1 		$913K Buy
34,250
+2,870
+9% +$75.1K 0.04% 344
2022
Q4 		$808K Sell
31,380
-15,073
-32% -$389K 0.04% 351
2022
Q3 		$1.18M Sell
46,453
-84,625
-65% -$2.32M 0.06% 280
2022
Q2 		$3.61M Sell
131,078
-153,595
-54% -$4.41M 0.18% 127
2022
Q1 		$8.61M Sell
284,673
-6,878
-2% -$210K 0.37% 54
2021
Q4 		$9.18M Buy
291,551
+8,480
+3% +$266K 0.38% 52
2021
Q3 		$8.8M Buy
283,071
+2,663
+0.9% +$83.6K 0.38% 54
2021
Q2 		$8.73M Buy
280,408
+20,356
+8% +$629K 0.37% 59
2021
Q1 		$7.94M Buy
260,052
+28,052
+12% +$865K 0.37% 56
2020
Q4 		$7.23M Buy
232,000
+21,104
+10% +$649K 0.37% 60
2020
Q3 		$6.51M Buy
210,896
+10,353
+5% +$318K 0.36% 63
2020
Q2 		$6.04M Buy
+200,543
New +$5.97M 0.35% 65

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Private Client Wealth's SPIP Position: Q1 2026 in Review

TD Private Client Wealth reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 6.8% in Q1 2026, selling an estimated $6.9K and leaving 3,598 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

TD Private Client Wealth first reported a position in SPIP in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.18M in Q4 2021. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • TD Private Client Wealth held 3,598 shares of State Street SPDR Portfolio TIPS ETF worth $93.6K as of Q1 2026.
  • TD Private Client Wealth sold 264 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $6.9K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #770 holding.
  • TD Private Client Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and has held it in 24 quarters since.
  • TD Private Client Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $9.18M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.