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

Tidemark’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 Q2	$15.6K	Hold	608	–	–	﹤0.01%	449
2026 Q1	$15.8K	Hold	608	–	–	﹤0.01%	403
2025 Q4	$15.8K	Sell	608 -20	-3%	-$524	﹤0.01%	382
2025 Q3	$16.5K	Hold	628	–	–	﹤0.01%	395
2025 Q2	$16.4K	Buy	628 +1	+0.2%	+$26	0.01%	392
2025 Q1	$16.6K	Hold	627	–	–	0.01%	370
2024 Q4	$15.9K	Sell	627 -897	-59%	-$23.1K	0.01%	382
2024 Q3	$40.1K	Sell	1,524 -47,412	-97%	-$1.23M	0.02%	265
2024 Q2	$1.24M	Buy	48,936 +22,768	+87%	+$576K	0.57%	33
2024 Q1	$670K	Buy	26,168 +21,783	+497%	+$557K	0.37%	54
2023 Q4	$112K	Buy	+4,385	New	+$110K	0.07%	149

Other funds holding SPIP

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Tidemark's SPIP Position: Q2 2026 in Review

Tidemark held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 608 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Tidemark first reported a position in SPIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q2 2024. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Tidemark held 608 shares of State Street SPDR Portfolio TIPS ETF worth $15.6K as of Q2 2026.
Tidemark left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #449 holding.
Tidemark first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR Portfolio TIPS ETF position peaked at $1.24M in Q2 2024.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.