Wealthcare Advisory Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wealthcare Advisory Partners’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	$1.13M	Buy	43,891 +3,638	+9%	+$94.3K	0.02%	488
2026 Q1	$1.05M	Sell	40,253 -59,626	-60%	-$1.56M	0.02%	507
2025 Q4	$2.59M	Sell	99,879 -223	-0.2%	-$5.85K	0.05%	297
2025 Q3	$2.63M	Buy	100,102 +751	+0.8%	+$19.6K	0.05%	284
2025 Q2	$2.59M	Sell	99,351 -119	-0.1%	-$3.08K	0.06%	277
2025 Q1	$2.62M	Buy	99,470 +773	+0.8%	+$19.9K	0.07%	238
2024 Q4	$2.5M	Sell	98,697 -213	-0.2%	-$5.48K	0.07%	230
2024 Q3	$2.6M	Sell	98,910 -152	-0.2%	-$3.93K	0.07%	227
2024 Q2	$2.52M	Buy	99,062 +1,073	+1%	+$27.2K	0.08%	209
2024 Q1	$2.51M	Sell	97,989 -402	-0.4%	-$10.3K	0.08%	202
2023 Q4	$2.52M	Buy	98,391 +76,720	+354%	+$1.92M	0.1%	168
2023 Q3	$538K	Buy	21,671 +12,163	+128%	+$308K	0.02%	414
2023 Q2	$246K	Sell	9,508 -4,356	-31%	-$114K	0.01%	623
2023 Q1	$370K	Sell	13,864 -67,146	-83%	-$1.76M	0.02%	530
2022 Q4	$2.09M	Sell	81,010 -268,890	-77%	-$6.94M	0.1%	155
2022 Q3	$8.87M	Buy	+349,900	New	+$9.58M	0.51%	42
2022 Q2	–	Sell	-7,667	Closed	-$232K	–	613
2022 Q1	$232K	Sell	7,667 -4,575	-37%	-$140K	0.01%	482
2021 Q4	$386K	Sell	12,242 -127	-1%	-$3.99K	0.02%	381
2021 Q3	$385K	Sell	12,369 -9,465	-43%	-$297K	0.03%	363
2021 Q2	$680K	Sell	21,834 -106	-0.5%	-$3.27K	0.05%	256
2021 Q1	$670K	Sell	21,940 -48,790	-69%	-$1.5M	0.05%	239
2020 Q4	$2.21M	Buy	70,730 +29,730	+73%	+$914K	0.2%	71
2020 Q3	$1.27M	Buy	+41,000	New	+$1.26M	0.14%	91

Other funds holding SPIP

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

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

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 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

Wealthcare Advisory Partners's SPIP Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 9% in Q2 2026, buying an estimated $94.3K and bringing the position to 43,891 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #488.

Wealthcare Advisory Partners first reported a position in SPIP in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.87M in Q3 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Wealthcare Advisory Partners held 43,891 shares of State Street SPDR Portfolio TIPS ETF worth $1.13M as of Q2 2026.
Wealthcare Advisory Partners bought 3,638 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $94.3K.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #488 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 23 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio TIPS ETF position peaked at $8.87M in Q3 2022.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.