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

UBS AM’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	$38.2K	Hold	1,468	–	–	﹤0.01%	3012
2025 Q4	$38.1K	Buy	+1,468	New	+$38.5K	﹤0.01%	2656
2019 Q4	–	Sell	-541,742	Closed	-$15.5M	–	2796
2019 Q3	$15.5M	Buy	541,742 +38,470	+8%	+$1.1M	0.01%	825
2019 Q2	$14.2M	Buy	503,272 +226,956	+82%	+$6.33M	0.01%	847
2019 Q1	$7.69M	Buy	276,316 +21,192	+8%	+$579K	0.01%	1009
2018 Q4	$6.87M	Sell	255,124 -130,270	-34%	-$3.5M	0.01%	972
2018 Q3	$10.5M	Buy	385,394 +15,002	+4%	+$412K	0.01%	922
2018 Q2	$10.3M	Buy	370,392 +202,630	+121%	+$5.59M	0.01%	939
2018 Q1	$4.68M	Buy	167,762 +15,010	+10%	+$417K	﹤0.01%	1170
2017 Q4	$4.3M	Buy	152,752 +14,568	+11%	+$411K	﹤0.01%	1168
2017 Q3	$3.9M	Buy	138,184 +12,242	+10%	+$346K	﹤0.01%	1172
2017 Q2	$3.54M	Sell	125,942 -151,316	-55%	-$4.28M	﹤0.01%	1152
2017 Q1	$7.9M	Buy	277,258 +271,782	+4,963%	+$7.7M	0.01%	937
2016 Q4	$154K	Buy	+5,476	New	+$156K	﹤0.01%	2182

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

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

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

UBS AM's SPIP Position: Q1 2026 in Review

UBS AM held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q1 2026 at 1,468 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

UBS AM first reported a position in SPIP in Q4 2016 and has held it in 14 quarters since. The position peaked at $15.5M in Q3 2019. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

UBS AM held 1,468 shares of State Street SPDR Portfolio TIPS ETF worth $38.2K as of Q1 2026.
UBS AM left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3012 holding.
UBS AM first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2016 and has held it in 14 quarters since.
UBS AM's State Street SPDR Portfolio TIPS ETF position peaked at $15.5M in Q3 2019.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.