CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 Q1	–	Sell	-16,589	Closed	-$430K	–	230
2025 Q4	$430K	Hold	16,589	–	–	0.01%	197
2025 Q3	$437K	Hold	16,589	–	–	0.01%	189
2025 Q2	$432K	Hold	16,589	–	–	0.01%	188
2025 Q1	$438K	Hold	16,589	–	–	0.01%	175
2024 Q4	$420K	Hold	16,589	–	–	0.01%	170
2024 Q3	$436K	Sell	16,589 -90	-0.5%	-$2.33K	0.01%	169
2024 Q2	$424K	Buy	16,679 +90	+0.5%	+$2.28K	0.01%	167
2024 Q1	$425K	Sell	16,589 -1,248	-7%	-$31.9K	0.01%	167
2023 Q4	$456K	Sell	17,837 -3,017	-14%	-$75.5K	0.01%	169
2023 Q3	$518K	Sell	20,854 -2,652	-11%	-$67.3K	0.01%	154
2023 Q2	$607K	Buy	23,506 +3,657	+18%	+$95.6K	0.02%	148
2023 Q1	$529K	Sell	19,849 -96,904	-83%	-$2.54M	0.02%	160
2022 Q4	$3.01M	Buy	+116,753	New	+$3.01M	0.11%	80

Other funds holding SPIP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CLA (CliftonLarsonAllen) Wealth Advisors's SPIP Position: Q1 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 16,589 shares — an estimated $430K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPIP in Q4 2022 and held it in 13 quarters. The position peaked at $3.01M in Q4 2022. 209 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 16,589 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $430K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 13 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3.01M in Q4 2022.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.