Wealthcare Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wealthcare Capital Management’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	$639K	Sell	24,881 -9,755	-28%	-$253K	0.06%	52
2026 Q1	$901K	Sell	34,636 -8,158	-19%	-$213K	0.09%	41
2025 Q4	$1.11M	Sell	42,794 -10,457	-20%	-$274K	0.11%	34
2025 Q3	$1.4M	Buy	53,251 +1	+0%	+$26	0.14%	29
2025 Q2	$1.39M	Hold	53,250	–	–	0.15%	27
2025 Q1	$1.4M	Buy	53,250 +6,501	+14%	+$168K	0.14%	29
2024 Q4	$1.18M	Sell	46,749 -337	-0.7%	-$8.67K	0.12%	31
2024 Q3	$1.24M	Hold	47,086	–	–	0.12%	30
2024 Q2	$1.2M	Hold	47,086	–	–	0.13%	29
2024 Q1	$1.21M	Sell	47,086 -2,506	-5%	-$64.1K	0.13%	26
2023 Q4	$1.27M	Buy	+49,592	New	+$1.24M	0.14%	29
2023 Q1	–	Sell	-25,599	Closed	-$659K	–	75
2022 Q4	$659K	Buy	25,599 +2,823	+12%	+$72.8K	0.08%	39
2022 Q3	$578K	Buy	+22,776	New	+$624K	0.07%	38

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 Capital Management's SPIP Position: Q2 2026 in Review

Wealthcare Capital Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 28% in Q2 2026, selling an estimated $253K and leaving 24,881 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #52.

Wealthcare Capital Management first reported a position in SPIP in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.4M in Q1 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Wealthcare Capital Management held 24,881 shares of State Street SPDR Portfolio TIPS ETF worth $639K as of Q2 2026.
Wealthcare Capital Management sold 9,755 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $253K.
State Street SPDR Portfolio TIPS ETF made up 0.06% of Wealthcare Capital Management's portfolio in Q2 2026, its #52 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and has held it in 13 quarters since.
Wealthcare Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $1.4M in Q1 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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