Leading Edge Financial Planning
SPIP icon

Leading Edge Financial Planning’s State Street SPDR Portfolio TIPS Index ETF SPIP Stock Holding History

Leading Edge Financial 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
Q3 		$600K Sell
24,602
-13,247
-35% -$332K 0.12% 35
2026
Q2 		$972K Sell
37,849
-3,307
-8% -$85.8K 0.17% 31
2026
Q1 		$1.07M Sell
41,156
-2,947
-7% -$77K 0.23% 27
2025
Q4 		$1.14M Buy
44,103
+5,682
+15% +$149K 0.26% 24
2025
Q3 		$1.01M Sell
38,421
-995
-3% -$26K 0.25% 27
2025
Q2 		$1.03M Buy
39,416
+6,024
+18% +$156K 0.29% 25
2025
Q1 		$881K Buy
33,392
+161
+0.5% +$4.15K 0.28% 26
2024
Q4 		$841K Buy
33,231
+4,290
+15% +$110K 0.28% 26
2024
Q3 		$761K Buy
28,941
+1,293
+5% +$33.4K 0.25% 28
2024
Q2 		$703K Buy
27,648
+7,837
+40% +$198K 0.28% 28
2024
Q1 		$508K Buy
19,811
+1,050
+6% +$26.9K 0.22% 30
2023
Q4 		$480K Sell
18,761
-6,847
-27% -$171K 0.25% 30
2023
Q3 		$636K Sell
25,608
-11,142
-30% -$283K 0.41% 35
2023
Q2 		$950K Sell
36,750
-1,054
-3% -$27.6K 0.62% 22
2023
Q1 		$1.01M Buy
37,804
+116
+0.3% +$3.04K 0.73% 22
2022
Q4 		$971K Buy
+37,688
New +$972K 0.84% 21

Other funds holding SPIP

3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Leading Edge Financial Planning's SPIP Position: Q3 2026 in Review

Leading Edge Financial Planning reduced its State Street SPDR Portfolio TIPS Index ETF (SPIP) stake by 35% in Q3 2026, selling an estimated $332K and leaving 24,602 shares worth $600K. The position accounts for 0.12% of the portfolio, ranked #35.

Leading Edge Financial Planning first reported a position in SPIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2025. 135 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Leading Edge Financial Planning held 24,602 shares of State Street SPDR Portfolio TIPS Index ETF worth $600K as of Q3 2026.
  • Leading Edge Financial Planning sold 13,247 State Street SPDR Portfolio TIPS Index ETF shares in Q3 2026, an estimated $332K.
  • State Street SPDR Portfolio TIPS Index ETF made up 0.12% of Leading Edge Financial Planning's portfolio in Q3 2026, its #35 holding.
  • Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Leading Edge Financial Planning's State Street SPDR Portfolio TIPS Index ETF position peaked at $1.14M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2026.

Based on Leading Edge Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.