Creative Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Creative Planning’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	$728K	Sell	28,335 -2,038	-7%	-$52.9K	﹤0.01%	2895
2026 Q1	$790K	Buy	30,373 +8,540	+39%	+$223K	﹤0.01%	2653
2025 Q4	$567K	Buy	21,833 +180	+0.8%	+$4.72K	﹤0.01%	2728
2025 Q3	$570K	Sell	21,653 -469	-2%	-$12.3K	﹤0.01%	2596
2025 Q2	$577K	Buy	22,122 +793	+4%	+$20.5K	﹤0.01%	2330
2025 Q1	$563K	Sell	21,329 -1,033	-5%	-$26.7K	﹤0.01%	2181
2024 Q4	$566K	Sell	22,362 -2,753	-11%	-$70.9K	﹤0.01%	2112
2024 Q3	$660K	Sell	25,115 -1,682	-6%	-$43.5K	﹤0.01%	1860
2024 Q2	$681K	Buy	26,797 +1,538	+6%	+$38.9K	﹤0.01%	1700
2024 Q1	$647K	Sell	25,259 -360	-1%	-$9.21K	﹤0.01%	1662
2023 Q4	$655K	Sell	25,619 -22,444	-47%	-$562K	﹤0.01%	1512
2023 Q3	$1.19M	Buy	48,063 +13,846	+40%	+$351K	﹤0.01%	1087
2023 Q2	$884K	Sell	34,217 -3,097	-8%	-$81K	﹤0.01%	1195
2023 Q1	$995K	Sell	37,314 -11,151	-23%	-$292K	﹤0.01%	1082
2022 Q4	$1.25M	Buy	48,465 +4,194	+9%	+$108K	﹤0.01%	932
2022 Q3	$1.12M	Sell	44,271 -22,204	-33%	-$608K	﹤0.01%	920
2022 Q2	$1.83M	Sell	66,475 -39,719	-37%	-$1.14M	﹤0.01%	747
2022 Q1	$3.21M	Buy	106,194 +92,848	+696%	+$2.84M	0.01%	572
2021 Q4	$420K	Buy	13,346 +1,621	+14%	+$50.9K	﹤0.01%	1412
2021 Q3	$365K	Buy	11,725 +2,738	+30%	+$86K	﹤0.01%	1483
2021 Q2	$280K	Buy	+8,987	New	+$278K	﹤0.01%	1601
2020 Q4	–	Sell	-7,877	Closed	-$243K	–	2452
2020 Q3	$243K	Buy	+7,877	New	+$242K	﹤0.01%	1568
2020 Q2	–	Sell	-20,100	Closed	-$584K	–	2122
2020 Q1	$584K	Buy	20,100 +13,083	+186%	+$378K	﹤0.01%	869
2019 Q4	$200K	Buy	+7,017	New	+$200K	﹤0.01%	1639
2019 Q3	–	Sell	-7,158	Closed	-$203K	–	2095
2019 Q2	$203K	Buy	+7,158	New	+$200K	﹤0.01%	1614
2017 Q3	–	Sell	-460	Closed	-$13K	–	3459
2017 Q2	$13K	Sell	460 -8	-2%	-$226	﹤0.01%	3474
2017 Q1	$13K	Buy	468 +8	+2%	+$227	﹤0.01%	3438
2016 Q4	$13K	Hold	460	–	–	﹤0.01%	3379
2016 Q3	$13K	Hold	460	–	–	﹤0.01%	3341
2016 Q2	$13K	Sell	460 -3,950	-90%	-$113K	﹤0.01%	3086
2016 Q1	$126K	Buy	4,410 +3,950	+859%	+$110K	﹤0.01%	1491
2015 Q4	$13K	Hold	460	–	–	﹤0.01%	3131
2015 Q3	$13K	Buy	+460	New	+$12.8K	﹤0.01%	3041
2015 Q2	–	Sell	-460	Closed	-$13K	–	2741
2015 Q1	$13K	Hold	460	–	–	﹤0.01%	3035
2014 Q4	$13K	Sell	460 -498	-52%	-$14K	﹤0.01%	2965
2014 Q3	$27K	Buy	958 +308	+47%	+$8.76K	﹤0.01%	2329
2014 Q2	$19K	Hold	650	–	–	﹤0.01%	2525
2014 Q1	$18K	Hold	650	–	–	﹤0.01%	2450
2013 Q4	$18K	Sell	650 -200	-24%	-$5.53K	﹤0.01%	2251
2013 Q3	$24K	Buy	850 +200	+31%	+$5.54K	﹤0.01%	1994
2013 Q2	$18K	Buy	+650	New	+$19.2K	﹤0.01%	1998

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

Creative Planning's SPIP Position: Q2 2026 in Review

Creative Planning reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 6.7% in Q2 2026, selling an estimated $52.9K and leaving 28,335 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Creative Planning first reported a position in SPIP in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.21M in Q1 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Creative Planning held 28,335 shares of State Street SPDR Portfolio TIPS ETF worth $728K as of Q2 2026.
Creative Planning sold 2,038 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $52.9K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2895 holding.
Creative Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 41 quarters since.
Creative Planning's State Street SPDR Portfolio TIPS ETF position peaked at $3.21M in Q1 2022.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.