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Leading Edge Financial Planning’s State Street SPDR Portfolio TIPS 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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

Leading Edge Financial Planning's SPIP Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 8% in Q2 2026, selling an estimated $85.8K and leaving 37,849 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #31.

Leading Edge Financial Planning first reported a position in SPIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Leading Edge Financial Planning held 37,849 shares of State Street SPDR Portfolio TIPS ETF worth $972K as of Q2 2026.
  • Leading Edge Financial Planning sold 3,307 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $85.8K.
  • State Street SPDR Portfolio TIPS ETF made up 0.17% of Leading Edge Financial Planning's portfolio in Q2 2026, its #31 holding.
  • Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's State Street SPDR Portfolio TIPS ETF position peaked at $1.14M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.