Deane Retirement Strategies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Deane Retirement Strategies’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	-326	Closed	-$8.46K	–	78
2025 Q4	$8.46K	Buy	+326	New	+$8.55K	﹤0.01%	65
2021 Q4	–	Sell	-8,787	Closed	-$273K	–	66
2021 Q3	$273K	Buy	8,787 +1	+0%	+$31	0.15%	36
2021 Q2	$273K	Sell	8,786 -188,896	-96%	-$5.83M	0.15%	42
2021 Q1	$6.03M	Buy	197,682 +6,495	+3%	+$200K	3.25%	8
2020 Q4	$5.96M	Sell	191,187 -3,725	-2%	-$115K	3.63%	8
2020 Q3	$6.02M	Buy	+194,912	New	+$5.99M	4.08%	8

Other funds holding SPIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deane Retirement Strategies's SPIP Position: Q1 2026 in Review

Deane Retirement Strategies sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026, closing a stake of 326 shares — an estimated $8.46K sold.

Deane Retirement Strategies first reported a position in SPIP in Q3 2020 and held it in 6 quarters. The position peaked at $6.03M in Q1 2021. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Deane Retirement Strategies reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2026 after selling out during the quarter.
Deane Retirement Strategies sold 326 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $8.46K.
Deane Retirement Strategies first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 6 quarters.
Deane Retirement Strategies's State Street SPDR Portfolio TIPS ETF position peaked at $6.03M in Q1 2021.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Deane Retirement Strategies's 13F filing for Q1 2026, filed 7 Apr 2026.