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Wealth Advisory Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wealth Advisory Solutions’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 		$924K Sell
35,976
-941
-3% -$24.4K 0.19% 75
2026
Q1 		$960K Sell
36,917
-373
-1% -$9.74K 0.21% 74
2025
Q4 		$968K Buy
37,290
+32
+0.1% +$839 0.23% 71
2025
Q3 		$980K Sell
37,258
-251
-0.7% -$6.56K 0.24% 73
2025
Q2 		$977K Sell
37,509
-172
-0.5% -$4.45K 0.25% 70
2025
Q1 		$994K Sell
37,681
-2,794
-7% -$72.1K 0.26% 70
2024
Q4 		$1.02M Buy
40,475
+766
+2% +$19.7K 0.29% 61
2024
Q3 		$1.04M Buy
39,709
+602
+2% +$15.6K 0.29% 62
2024
Q2 		$994K Sell
39,107
-139
-0.4% -$3.52K 0.27% 64
2024
Q1 		$1.01M Buy
+39,246
New +$1M 0.26% 64
2023
Q4 		– Sell
-41,335
Closed -$1.03M – 104
2023
Q3 		$1.03M Sell
41,335
-28,141
-41% -$714K 0.2% 71
2023
Q2 		$1.8M Sell
69,476
-621
-0.9% -$16.2K 0.48% 51
2023
Q1 		$1.87M Buy
70,097
+1,723
+3% +$45.1K 0.5% 51
2022
Q4 		$1.76M Sell
68,374
-1,073
-2% -$27.7K 0.47% 57
2022
Q3 		$1.76M Buy
69,447
+962
+1% +$26.3K 0.49% 58
2022
Q2 		$1.89M Buy
68,485
+33,676
+97% +$967K 0.46% 63
2022
Q1 		$1.05M Buy
+34,809
New +$1.06M 0.22% 80
2021
Q3 		$812K Buy
26,101
+7,706
+42% +$242K 0.18% 89
2021
Q2 		$573K Buy
18,395
+327
+2% +$10.1K 0.14% 100
2021
Q1 		$1M Sell
18,068
-339
-2% -$10.4K 0.21% 102
2020
Q4 		$573K Sell
18,407
-27
-0.1% -$830 0.16% 88
2020
Q3 		$569K Buy
18,434
+79
+0.4% +$2.43K 0.15% 100
2020
Q2 		$553K Sell
18,355
-51
-0.3% -$1.52K 0.15% 102
2020
Q1 		$534K Buy
18,406
+6,620
+56% +$191K 0.18% 99
2019
Q4 		$336K Buy
+11,786
New +$336K 0.09% 140

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Advisory Solutions's SPIP Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 2.5% in Q2 2026, selling an estimated $24.4K and leaving 35,976 shares worth $924K. The position accounts for 0.19% of the portfolio, ranked #75.

Wealth Advisory Solutions first reported a position in SPIP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.89M in Q2 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Wealth Advisory Solutions held 35,976 shares of State Street SPDR Portfolio TIPS ETF worth $924K as of Q2 2026.
  • Wealth Advisory Solutions sold 941 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $24.4K.
  • State Street SPDR Portfolio TIPS ETF made up 0.19% of Wealth Advisory Solutions's portfolio in Q2 2026, its #75 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $1.89M in Q2 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.