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

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