WI
SPIP icon

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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return