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

Transatlantique Private 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
2025 Q4	–	Sell	-15,122	Closed	-$398K	–	217
2025 Q3	$398K	Buy	15,122 +4,205	+39%	+$110K	0.13%	178
2025 Q2	$284K	Buy	10,917 +2,963	+37%	+$76.6K	0.1%	189
2025 Q1	$210K	Buy	+7,954	New	+$205K	0.08%	203
2024 Q4	–	Sell	-8,333	Closed	-$219K	–	216
2024 Q3	$219K	Hold	8,333	–	–	0.08%	201
2024 Q2	$212K	Hold	8,333	–	–	0.09%	196
2024 Q1	$213K	Hold	8,333	–	–	0.09%	202
2023 Q4	$213K	Buy	+8,333	New	+$209K	0.1%	206
2023 Q3	–	Sell	-7,744	Closed	-$200K	–	208
2023 Q2	$200K	Buy	+7,744	New	+$202K	0.1%	196
2023 Q1	–	Sell	-9,495	Closed	-$245K	–	210
2022 Q4	$245K	Buy	9,495 +24	+0.3%	+$619	0.15%	173
2022 Q3	$240K	Buy	+9,471	New	+$259K	0.16%	185

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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

3AM

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

PFA

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

CFS

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Transatlantique Private Wealth's SPIP Position: Q4 2025 in Review

Transatlantique Private Wealth sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 15,122 shares — an estimated $398K sold.

Transatlantique Private Wealth first reported a position in SPIP in Q3 2022 and held it in 10 quarters. The position peaked at $398K in Q3 2025. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Transatlantique Private Wealth reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
Transatlantique Private Wealth sold 15,122 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $398K.
Transatlantique Private Wealth first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 10 quarters.
Transatlantique Private Wealth's State Street SPDR Portfolio TIPS ETF position peaked at $398K in Q3 2025.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.