Wealth Enhancement Advisory Services
SPIP icon

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

Wealth Enhancement Advisory Services’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
Q3 		$370K Buy
15,119
+459
+3% +$11.5K ﹤0.01% 3130
2026
Q2 		$372K Sell
14,660
-707
-5% -$18.3K ﹤0.01% 2988
2026
Q1 		$400K Buy
15,367
+1,090
+8% +$28.5K ﹤0.01% 2511
2025
Q4 		$371K Buy
14,277
+502
+4% +$13.2K ﹤0.01% 2724
2025
Q3 		$362K Sell
13,775
-2,534
-16% -$66.2K ﹤0.01% 2625
2025
Q2 		$422K Sell
16,309
-7,697
-32% -$199K ﹤0.01% 2348
2025
Q1 		$633K Sell
24,006
-4,693
-16% -$121K ﹤0.01% 1877
2024
Q4 		$726K Buy
28,699
+3,863
+16% +$99.4K ﹤0.01% 1735
2024
Q3 		$653K Buy
24,836
+2,004
+9% +$51.8K ﹤0.01% 1637
2024
Q2 		$580K Buy
22,832
+12,807
+128% +$324K ﹤0.01% 1559
2024
Q1 		$257K Buy
+10,025
New +$256K ﹤0.01% 2019
2023
Q3 		– Sell
-7,770
Closed -$201K – 2259
2023
Q2 		$201K Sell
7,770
-5,972
-43% -$156K ﹤0.01% 501
2023
Q1 		$367K Sell
13,742
-84,795
-86% -$2.22M ﹤0.01% 420
2022
Q4 		$2.59M Sell
98,537
-53,406
-35% -$1.38M 0.03% 157
2022
Q3 		$3.87M Sell
151,943
-6,121
-4% -$168K 0.06% 132
2022
Q2 		$4.33M Sell
158,064
-202,980
-56% -$5.83M 0.06% 142
2022
Q1 		$10.8M Buy
361,044
+2,852
+0.8% +$87.2K 0.15% 78
2021
Q4 		$11M Buy
358,192
+15,430
+5% +$485K 0.16% 67
2021
Q3 		$10.8M Buy
342,762
+130,756
+62% +$4.11M 0.16% 69
2021
Q2 		$6.66M Buy
212,006
+123,879
+141% +$3.83M 0.11% 86
2021
Q1 		$2.68M Buy
88,127
+21,786
+33% +$671K 0.05% 129
2020
Q4 		$2.06M Buy
66,341
+4,811
+8% +$148K 0.05% 119
2020
Q3 		$1.89M Buy
61,530
+7,429
+14% +$228K 0.05% 121
2020
Q2 		$1.66M Buy
54,101
+7,444
+16% +$222K 0.05% 132
2020
Q1 		$1.4M Sell
46,657
-7,830
-14% -$226K 0.05% 135
2019
Q4 		$1.56M Buy
54,487
+4,945
+10% +$141K 0.05% 134
2019
Q3 		$1.41M Buy
49,542
+6,386
+15% +$182K 0.06% 127
2019
Q2 		$1.22M Buy
43,156
+14,710
+52% +$410K 0.05% 135
2019
Q1 		$789K Buy
28,446
+10,064
+55% +$275K 0.04% 153
2018
Q4 		$496K Buy
18,382
+5,268
+40% +$142K 0.03% 149
2018
Q3 		$352K Buy
13,114
+3,130
+31% +$86K 0.02% 150
2018
Q2 		$277K Buy
+9,984
New +$276K 0.02% 152

Other funds holding SPIP

Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPIP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 3.1% in Q3 2026, buying an estimated $11.5K and bringing the position to 15,119 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Wealth Enhancement Advisory Services first reported a position in SPIP in Q2 2018 and has held it in 32 quarters since. The position peaked at $11M in Q4 2021. 60 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,119 shares of State Street SPDR Portfolio TIPS ETF worth $370K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 459 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $11.5K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3130 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2018 and has held it in 32 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $11M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.