Transamerica Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Transamerica Financial Advisors’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	$625	Hold	24	–	–	﹤0.01%	1628
2026 Q1	$633	Hold	24	–	–	﹤0.01%	1432
2025 Q4	$632	Sell	24 -1	-4%	-$26	﹤0.01%	1321
2025 Q3	$641	Hold	25	–	–	﹤0.01%	1253
2025 Q2	$635	Hold	25	–	–	﹤0.01%	422
2025 Q1	$1K	Hold	25	–	–	﹤0.01%	546
2024 Q4	$1K	Hold	25	–	–	﹤0.01%	540
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	543
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	518
2024 Q1	$1K	Sell	25 -1	-4%	-$26	﹤0.01%	563
2023 Q4	$1K	Hold	26	–	–	﹤0.01%	577
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	598
2023 Q2	$1K	Sell	26 -3	-10%	-$78	﹤0.01%	568
2023 Q1	$1K	Sell	29 -19	-40%	-$497	﹤0.01%	554
2022 Q4	$2K	Hold	48	–	–	﹤0.01%	407
2022 Q3	$2K	Sell	48 -45,574	-100%	-$1.25M	﹤0.01%	390
2022 Q2	$1.26M	Buy	45,622 +45,007	+7,318%	+$1.29M	0.18%	91
2022 Q1	$19K	Sell	615 -67	-10%	-$2.05K	0.68%	36
2021 Q4	$22K	Buy	+682	New	+$21.4K	0.59%	36
2020 Q3	–	Sell	-25	Closed	-$1K	–	438
2020 Q2	$1K	Sell	25 -1,343	-98%	-$40K	﹤0.01%	474
2020 Q1	$40K	Buy	+1,368	New	+$39.5K	0.71%	35
2016 Q2	–	Sell	-1,666	Closed	-$48K	–	668
2016 Q1	$48K	Buy	1,666 +2	+0.1%	+$56	﹤0.01%	374
2015 Q4	$46K	Hold	1,664	–	–	﹤0.01%	417
2015 Q3	$46K	Hold	1,664	–	–	﹤0.01%	397
2015 Q2	$47K	Sell	1,664 -2	-0.1%	-$56	﹤0.01%	463
2015 Q1	$48K	Buy	1,666 +1,664	+83,200%	+$47.1K	﹤0.01%	443
2014 Q4	$1K	Hold	2	–	–	﹤0.01%	689
2014 Q3	$1K	Sell	2 -2	-50%	-$57	﹤0.01%	647
2014 Q2	$1K	Sell	4 -5,202	-100%	-$147K	﹤0.01%	654
2014 Q1	$145K	Sell	5,206 -1,486	-22%	-$41.2K	0.01%	279
2013 Q4	$183K	Sell	6,692 -950	-12%	-$26.3K	0.02%	251
2013 Q3	$214K	Sell	7,642 -3,982	-34%	-$110K	0.03%	239
2013 Q2	$323K	Buy	+11,624	New	+$343K	0.05%	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

Transamerica Financial Advisors's SPIP Position: Q2 2026 in Review

Transamerica Financial Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 24 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Transamerica Financial Advisors first reported a position in SPIP in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.26M in Q2 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Transamerica Financial Advisors held 24 shares of State Street SPDR Portfolio TIPS ETF worth $625 as of Q2 2026.
Transamerica Financial Advisors 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 Transamerica Financial Advisors's portfolio in Q2 2026, its #1628 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 33 quarters since.
Transamerica Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $1.26M in Q2 2022.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.