WFA of San Diego’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

WFA of San Diego’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	–	Sell	-520	Closed	-$13.5K	–	336
2026 Q1	$13.5K	Hold	520	–	–	0.01%	283
2025 Q4	$13.5K	Hold	520	–	–	0.01%	297
2025 Q3	$13.7K	Hold	520	–	–	0.01%	302
2025 Q2	$13.6K	Buy	+520	New	+$13.4K	0.01%	294
2024 Q3	$13.7K	Sell	520 -1,265	-71%	-$32.7K	0.01%	266
2024 Q2	$45.4K	Buy	+1,785	New	+$45.2K	0.04%	186
2023 Q3	$56.5K	Sell	2,275 -35	-2%	-$888	0.06%	160
2023 Q2	$59.7K	Buy	+2,310	New	+$60.4K	0.06%	156
2023 Q1	–	Sell	-4,655	Closed	-$120K	–	375
2022 Q4	$120K	Buy	+4,655	New	+$120K	0.09%	124
2022 Q3	–	Sell	-4,719	Closed	-$130K	–	352
2022 Q2	$130K	Buy	+4,719	New	+$136K	0.11%	100
2022 Q1	–	Sell	-4,608	Closed	-$145K	–	152
2021 Q4	$145K	Sell	4,608 -50	-1%	-$1.57K	0.08%	134
2021 Q3	$145K	Buy	+4,658	New	+$146K	0.1%	117
2020 Q3	–	Sell	-7,138	Closed	-$215K	–	220
2020 Q2	$215K	Buy	+7,138	New	+$212K	0.05%	241

Other funds holding SPIP

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

WFA of San Diego's SPIP Position: Q2 2026 in Review

WFA of San Diego sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 520 shares — an estimated $13.5K sold.

WFA of San Diego first reported a position in SPIP in Q2 2020 and held it in 13 quarters. The position peaked at $215K in Q2 2020. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

WFA of San Diego reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 520 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $13.5K.
WFA of San Diego first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2020 and held it in 13 quarters.
WFA of San Diego's State Street SPDR Portfolio TIPS ETF position peaked at $215K in Q2 2020.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.