RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.06M	Buy	+158,108	New	+$4.1M	0.51%	29

Other funds holding SPIP

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SPIP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 158,108 shares worth $4.06M. The stake represents 0.51% of the portfolio and ranks #29 among its holdings.

65 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 158,108 shares of State Street SPDR Portfolio TIPS ETF worth $4.06M as of Q2 2026.
State Street SPDR Portfolio TIPS ETF was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.51% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #29 holding.
65 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.