Verde Capital Management
SPIP icon

Verde Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Verde Capital Management’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
Q3 		$2.58M Sell
105,846
-23,738
-18% -$595K 0.45% 37
2026
Q2 		$3.33M Buy
129,584
+2,154
+2% +$55.9K 0.62% 33
2026
Q1 		$3.31M Buy
127,430
+6,606
+5% +$173K 0.71% 28
2025
Q4 		$3.14M Buy
120,824
+7,555
+7% +$198K 0.67% 30
2025
Q3 		$2.98M Sell
113,269
-9,238
-8% -$241K 0.66% 31
2025
Q2 		$3.19M Buy
122,507
+15,183
+14% +$392K 0.79% 26
2025
Q1 		$2.83M Sell
107,324
-1,051
-1% -$27.1K 0.81% 25
2024
Q4 		$2.74M Buy
108,375
+9,697
+10% +$250K 0.77% 24
2024
Q3 		$2.59M Buy
98,678
+1,744
+2% +$45.1K 0.78% 25
2024
Q2 		$2.46M Buy
96,934
+10,220
+12% +$259K 0.78% 24
2024
Q1 		$2.22M Buy
86,714
+4,125
+5% +$106K 0.76% 22
2023
Q4 		$2.11M Sell
82,589
-47,452
-36% -$1.19M 0.8% 22
2023
Q3 		$3.23M Buy
130,041
+3,923
+3% +$99.5K 1.26% 14
2023
Q2 		$3.26M Buy
126,118
+3,981
+3% +$104K 1.24% 15
2023
Q1 		$3.26M Buy
122,137
+4,699
+4% +$123K 1.36% 14
2022
Q4 		$3.03M Sell
117,438
-4,418
-4% -$114K 1.45% 12
2022
Q3 		$3.09M Buy
121,856
+16,950
+16% +$464K 1.5% 13
2022
Q2 		$2.89M Buy
104,906
+63,964
+156% +$1.84M 1.33% 15
2022
Q1 		$1.24M Sell
40,942
-794
-2% -$24.3K 0.49% 31
2021
Q4 		$1.32M Buy
41,736
+1,895
+5% +$59.5K 0.5% 29
2021
Q3 		$1.24M Sell
39,841
-7,087
-15% -$223K 0.52% 28
2021
Q2 		$1.46M Buy
46,928
+481
+1% +$14.9K 0.62% 31
2021
Q1 		$1.42M Sell
46,447
-15,139
-25% -$467K 0.63% 28
2020
Q4 		$1.92M Buy
61,586
+14,561
+31% +$448K 0.96% 17
2020
Q3 		$1.45M Buy
47,025
+20,228
+75% +$622K 0.83% 18
2020
Q2 		$808K Buy
26,797
+6,026
+29% +$179K 0.53% 25
2020
Q1 		$603K Buy
20,771
+344
+2% +$9.9K 0.43% 26
2019
Q4 		$583K Buy
+20,427
New +$582K 0.34% 30

Other funds holding SPIP

Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Verde Capital Management's SPIP Position: Q3 2026 in Review

Verde Capital Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 18% in Q3 2026, selling an estimated $595K and leaving 105,846 shares worth $2.58M. The position accounts for 0.45% of the portfolio, ranked #37.

Verde Capital Management first reported a position in SPIP in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.33M in Q2 2026. 66 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Verde Capital Management held 105,846 shares of State Street SPDR Portfolio TIPS ETF worth $2.58M as of Q3 2026.
  • Verde Capital Management sold 23,738 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $595K.
  • State Street SPDR Portfolio TIPS ETF made up 0.45% of Verde Capital Management's portfolio in Q3 2026, its #37 holding.
  • Verde Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 28 quarters since.
  • Verde Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $3.33M in Q2 2026.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Verde Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.