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 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

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 $755M AUM 20.43% 1-Year Est. Return

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

Leading Edge Financial Planning's SPIP Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 6.7% in Q1 2026, selling an estimated $77K and leaving 41,156 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #27.

Leading Edge Financial Planning first reported a position in SPIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2025. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Leading Edge Financial Planning held 41,156 shares of State Street SPDR Portfolio TIPS ETF worth $1.07M as of Q1 2026.
Leading Edge Financial Planning sold 2,947 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $77K.
State Street SPDR Portfolio TIPS ETF made up 0.23% of Leading Edge Financial Planning's portfolio in Q1 2026, its #27 holding.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Leading Edge Financial Planning's State Street SPDR Portfolio TIPS ETF position peaked at $1.14M in Q4 2025.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.