Waverly Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Waverly Advisors’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
2025 Q4	–	Sell	-11,607	Closed	-$305K	–	1523
2025 Q3	$305K	Sell	11,607 -897	-7%	-$23.4K	﹤0.01%	1033
2025 Q2	$326K	Sell	12,504 -2,333	-16%	-$60.3K	﹤0.01%	938
2025 Q1	$391K	Sell	14,837 -210	-1%	-$5.42K	﹤0.01%	841
2024 Q4	$381K	Sell	15,047 -5,909	-28%	-$152K	0.01%	751
2024 Q3	$551K	Sell	20,956 -2,570	-11%	-$66.4K	0.01%	565
2024 Q2	$598K	Sell	23,526 -200	-0.8%	-$5.06K	0.01%	534
2024 Q1	$608K	Sell	23,726 -2,180	-8%	-$55.8K	0.01%	443
2023 Q4	$662K	Sell	25,906 -290	-1%	-$7.26K	0.02%	263
2023 Q3	$651K	Hold	26,196	–	–	0.03%	233
2023 Q2	$677K	Buy	+26,196	New	+$685K	0.03%	215

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Waverly Advisors's SPIP Position: Q4 2025 in Review

Waverly Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 11,607 shares — an estimated $305K sold.

Waverly Advisors first reported a position in SPIP in Q2 2023 and held it in 10 quarters. The position peaked at $677K in Q2 2023. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Waverly Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 11,607 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $305K.
Waverly Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and held it in 10 quarters.
Waverly Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $677K in Q2 2023.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.