UBS Group
SPIP icon

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

UBS Group’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 		$598K Sell
23,298
-185
-0.8% -$4.8K ﹤0.01% 6112
2026
Q1 		$611K Buy
23,483
+3,556
+18% +$92.9K ﹤0.01% 5937
2025
Q4 		$517K Sell
19,927
-4,192
-17% -$110K ﹤0.01% 6067
2025
Q3 		$635K Sell
24,119
-7,616
-24% -$199K ﹤0.01% 5910
2025
Q2 		$827K Sell
31,735
-18,944
-37% -$490K ﹤0.01% 5603
2025
Q1 		$1.34M Buy
50,679
+3,528
+7% +$91K ﹤0.01% 5032
2024
Q4 		$1.19M Sell
47,151
-29,881
-39% -$769K ﹤0.01% 5168
2024
Q3 		$2.02M Sell
77,032
-25,931
-25% -$670K ﹤0.01% 3979
2024
Q2 		$2.62M Buy
102,963
+4,477
+5% +$113K ﹤0.01% 3483
2024
Q1 		$2.52M Sell
98,486
-76,397
-44% -$1.95M ﹤0.01% 3711
2023
Q4 		$4.47M Buy
174,883
+13,343
+8% +$334K ﹤0.01% 2899
2023
Q3 		$4.01M Buy
161,540
+3,761
+2% +$95.4K ﹤0.01% 2792
2023
Q2 		$4.08M Buy
157,779
+61
+0% +$1.59K ﹤0.01% 2787
2023
Q1 		$4.21M Buy
157,718
+22,373
+17% +$586K ﹤0.01% 2681
2022
Q4 		$3.49M Sell
135,345
-127,022
-48% -$3.28M ﹤0.01% 2839
2022
Q3 		$6.65M Sell
262,367
-274,984
-51% -$7.53M ﹤0.01% 2110
2022
Q2 		$14.8M Sell
537,351
-20,428
-4% -$587K 0.01% 1533
2022
Q1 		$16.9M Sell
557,779
-243,298
-30% -$7.44M 0.01% 1561
2021
Q4 		$25.2M Sell
801,077
-45,790
-5% -$1.44M 0.01% 1422
2021
Q3 		$26.3M Buy
846,867
+547
+0.1% +$17.2K 0.01% 1289
2021
Q2 		$26.4M Buy
846,320
+285,954
+51% +$8.83M 0.01% 1278
2021
Q1 		$17.1M Buy
560,366
+130,973
+31% +$4.04M 0.01% 1546
2020
Q4 		$13.4M Buy
429,393
+44,427
+12% +$1.37M ﹤0.01% 1624
2020
Q3 		$11.9M Buy
384,966
+114,997
+43% +$3.54M ﹤0.01% 1534
2020
Q2 		$8.14M Buy
269,969
+50,899
+23% +$1.52M ﹤0.01% 1674
2020
Q1 		$6.36M Buy
219,070
+40,430
+23% +$1.17M ﹤0.01% 1734
2019
Q4 		$5.1M Buy
178,640
+27,235
+18% +$776K ﹤0.01% 2585
2019
Q3 		$4.32M Sell
151,405
-309
-0.2% -$8.8K ﹤0.01% 2526
2019
Q2 		$4.29M Sell
151,714
-31,706
-17% -$884K ﹤0.01% 2452
2019
Q1 		$5.11M Buy
183,420
+10,116
+6% +$276K ﹤0.01% 2188
2018
Q4 		$4.67M Sell
173,304
-71,760
-29% -$1.93M ﹤0.01% 2213
2018
Q3 		$6.67M Sell
245,064
-66,584
-21% -$1.83M ﹤0.01% 2104
2018
Q2 		$8.65M Buy
311,648
+73,376
+31% +$2.03M ﹤0.01% 1871
2018
Q1 		$6.64M Buy
238,272
+38,680
+19% +$1.07M ﹤0.01% 2052
2017
Q4 		$5.61M Sell
199,592
-16,108
-7% -$454K ﹤0.01% 2245
2017
Q3 		$6.08M Sell
215,700
-11,148
-5% -$315K ﹤0.01% 2037
2017
Q2 		$6.37M Sell
226,848
-38,654
-15% -$1.09M ﹤0.01% 1915
2017
Q1 		$7.56M Buy
265,502
+72,364
+37% +$2.05M ﹤0.01% 1727
2016
Q4 		$5.43M Buy
193,138
+53,474
+38% +$1.52M ﹤0.01% 2021
2016
Q3 		$4.06M Buy
139,664
+5,492
+4% +$159K ﹤0.01% 2205
2016
Q2 		$3.9M Buy
134,172
+11,638
+9% +$333K ﹤0.01% 2172
2016
Q1 		$3.5M Buy
122,534
+56,148
+85% +$1.56M ﹤0.01% 2182
2015
Q4 		$1.81M Sell
66,386
-4,502
-6% -$124K ﹤0.01% 2878
2015
Q3 		$1.96M Buy
70,888
+2,686
+4% +$74.6K ﹤0.01% 2760
2015
Q2 		$1.9M Buy
68,202
+44,290
+185% +$1.25M ﹤0.01% 3028
2015
Q1 		$678K Buy
23,912
+6
+0% +$170 ﹤0.01% 3904
2014
Q4 		$669K Buy
+23,906
New +$672K ﹤0.01% 3929

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

UBS Group's SPIP Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.79% in Q2 2026, selling an estimated $4.8K and leaving 23,298 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #6112.

UBS Group first reported a position in SPIP in Q4 2014 and has held it in 47 quarters since. The position peaked at $26.4M in Q2 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • UBS Group held 23,298 shares of State Street SPDR Portfolio TIPS ETF worth $598K as of Q2 2026.
  • UBS Group sold 185 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $4.8K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6112 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's State Street SPDR Portfolio TIPS ETF position peaked at $26.4M in Q2 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.