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Treasure Coast Financial Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Treasure Coast Financial Planning’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 		$714K Sell
27,817
-5,299
-16% -$137K 0.35% 29
2026
Q1 		$861K Sell
33,116
-533
-2% -$13.9K 0.44% 27
2025
Q4 		$873K Buy
33,649
+987
+3% +$25.9K 0.46% 27
2025
Q3 		$860K Sell
32,662
-4,477
-12% -$117K 0.48% 27
2025
Q2 		$968K Buy
37,139
+711
+2% +$18.4K 0.56% 24
2025
Q1 		$961K Sell
36,428
-4,798
-12% -$124K 0.6% 23
2024
Q4 		$1.04M Sell
41,226
-18,825
-31% -$484K 0.69% 21
2024
Q3 		$1.58M Sell
60,051
-42,925
-42% -$1.11M 0.97% 20
2024
Q2 		$2.62M Sell
102,976
-120,346
-54% -$3.05M 1.73% 17
2024
Q1 		$5.72M Buy
223,322
+237
+0.1% +$6.06K 3.74% 9
2023
Q4 		$5.7M Sell
223,085
-49,612
-18% -$1.24M 3.98% 9
2023
Q3 		$6.77M Sell
272,697
-16
-0% -$406 4.7% 9
2023
Q2 		$7.05M Buy
272,713
+7,609
+3% +$199K 4.76% 8
2023
Q1 		$7.07M Buy
265,104
+35,006
+15% +$916K 4.94% 7
2022
Q4 		$5.93M Sell
230,098
-104,742
-31% -$2.7M 4.42% 8
2022
Q3 		$8.49M Sell
334,840
-3,395
-1% -$93K 6.82% 6
2022
Q2 		$9.31M Buy
338,235
+7,280
+2% +$209K 7.21% 6
2022
Q1 		$10M Buy
330,955
+1,943
+0.6% +$59.4K 7.68% 4
2021
Q4 		$10.4M Buy
+329,012
New +$10.3M 8.02% 3

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

Treasure Coast Financial Planning's SPIP Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 16% in Q2 2026, selling an estimated $137K and leaving 27,817 shares worth $714K. The position accounts for 0.35% of the portfolio, ranked #29.

Treasure Coast Financial Planning first reported a position in SPIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q4 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Treasure Coast Financial Planning held 27,817 shares of State Street SPDR Portfolio TIPS ETF worth $714K as of Q2 2026.
  • Treasure Coast Financial Planning sold 5,299 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $137K.
  • State Street SPDR Portfolio TIPS ETF made up 0.35% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Treasure Coast Financial Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Treasure Coast Financial Planning's State Street SPDR Portfolio TIPS ETF position peaked at $10.4M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.