Post Resch Tallon Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Post Resch Tallon Group’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	$450K	Sell	18,468 -500	-3%	-$12.5K	0.31%	62
2026 Q2	$487K	Sell	18,968 -25	-0.1%	-$648	0.34%	59
2026 Q1	$492K	Buy	18,993 +690	+4%	+$18K	0.4%	49
2025 Q4	$475K	Buy	18,303 +50	+0.3%	+$1.31K	0.4%	51
2025 Q3	$480K	Buy	18,253 +300	+2%	+$7.84K	0.43%	47
2025 Q2	$468K	Sell	17,953 -75	-0.4%	-$1.94K	0.45%	45
2025 Q1	$473K	Sell	18,028 -1,007	-5%	-$26K	0.48%	44
2024 Q4	$482K	Buy	+19,035	New	+$490K	0.46%	45

Other funds holding SPIP

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Post Resch Tallon Group's SPIP Position: Q3 2026 in Review

Post Resch Tallon Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 2.6% in Q3 2026, selling an estimated $12.5K and leaving 18,468 shares worth $450K. The position accounts for 0.31% of the portfolio, ranked #62.

Post Resch Tallon Group first reported a position in SPIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $492K in Q1 2026. 51 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Post Resch Tallon Group held 18,468 shares of State Street SPDR Portfolio TIPS ETF worth $450K as of Q3 2026.
Post Resch Tallon Group sold 500 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $12.5K.
State Street SPDR Portfolio TIPS ETF made up 0.31% of Post Resch Tallon Group's portfolio in Q3 2026, its #62 holding.
Post Resch Tallon Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and has held it in 8 quarters since.
Post Resch Tallon Group's State Street SPDR Portfolio TIPS ETF position peaked at $492K in Q1 2026.
51 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.