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Vise Technologies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Vise Technologies’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 		$373K Sell
14,536
-3,545
-20% -$91.9K ﹤0.01% 1328
2026
Q1 		$469K Hold
18,081
– – 0.01% 903
2025
Q4 		$469K Buy
18,081
+2,639
+17% +$69.2K 0.01% 909
2025
Q3 		$406K Sell
15,442
-3,028
-16% -$79.2K 0.02% 771
2025
Q2 		$481K Buy
+18,470
New +$477K 0.02% 665
2024
Q4 		$575K Buy
22,725
+9,598
+73% +$247K 0.05% 384
2024
Q3 		$345K Sell
13,127
-4,921
-27% -$127K 0.04% 403
2024
Q2 		$459K Sell
18,048
-3,170
-15% -$80.3K 0.08% 243
2024
Q1 		$544K Sell
21,218
-10,674
-33% -$273K 0.11% 191
2023
Q4 		$815K Sell
31,892
-1,484
-4% -$37.1K 0.18% 128
2023
Q3 		$829K Sell
33,376
-1,255
-4% -$31.8K 0.2% 117
2023
Q2 		$895K Buy
34,631
+1,220
+4% +$31.9K 0.22% 102
2023
Q1 		$891K Sell
33,411
-271
-0.8% -$7.09K 0.23% 97
2022
Q4 		$868K Buy
33,682
+15,662
+87% +$404K 0.27% 91
2022
Q3 		$457K Sell
18,020
-19,002
-51% -$520K 0.17% 142
2022
Q2 		$1.02M Buy
+37,022
New +$1.06M 0.4% 59

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vise Technologies's SPIP Position: Q2 2026 in Review

Vise Technologies reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 20% in Q2 2026, selling an estimated $91.9K and leaving 14,536 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Vise Technologies first reported a position in SPIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q2 2022. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Vise Technologies held 14,536 shares of State Street SPDR Portfolio TIPS ETF worth $373K as of Q2 2026.
  • Vise Technologies sold 3,545 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $91.9K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1328 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 16 quarters since.
  • Vise Technologies's State Street SPDR Portfolio TIPS ETF position peaked at $1.02M in Q2 2022.
  • 200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.