WBI Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

WBI Investments’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 Q1	–	Sell	-12,681	Closed	-$329K	–	400
2025 Q4	$329K	Sell	12,681 -12	-0.1%	-$315	0.09%	246
2025 Q3	$334K	Sell	12,693 -419	-3%	-$11K	0.09%	243
2025 Q2	$342K	Buy	13,112 +101	+0.8%	+$2.61K	0.09%	200
2025 Q1	$343K	Sell	13,011 -6,456	-33%	-$167K	0.09%	163
2024 Q4	$493K	Buy	19,467 +92	+0.5%	+$2.37K	0.12%	150
2024 Q3	$509K	Buy	19,375 +680	+4%	+$17.6K	0.12%	169
2024 Q2	$475K	Sell	18,695 -2,413	-11%	-$61.1K	0.12%	128
2024 Q1	$541K	Buy	+21,108	New	+$540K	0.11%	136

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

3AM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBI Investments's SPIP Position: Q1 2026 in Review

WBI Investments sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 12,681 shares — an estimated $329K sold.

WBI Investments first reported a position in SPIP in Q1 2024 and held it in 8 quarters. The position peaked at $541K in Q1 2024. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

WBI Investments reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 12,681 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $329K.
WBI Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2024 and held it in 8 quarters.
WBI Investments's State Street SPDR Portfolio TIPS ETF position peaked at $541K in Q1 2024.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.