Priebe Wealth Holdings’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Priebe Wealth Holdings’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
2025 Q2	$313K	Buy	+12,000	New	+$310K	0.27%	46
2024 Q2	–	Sell	-10,330	Closed	-$265K	–	59
2024 Q1	$265K	Sell	10,330 -30,913	-75%	-$791K	0.21%	43
2023 Q4	$1.05M	Buy	+41,243	New	+$1.03M	0.87%	18

Other funds holding SPIP

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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PFA

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

CFS

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Priebe Wealth Holdings's SPIP Position: Q2 2025 in Review

Priebe Wealth Holdings opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025: 12,000 shares worth $313K. The stake represents 0.27% of the portfolio and ranks #46 among its holdings. This is a return to the name: Priebe Wealth Holdings previously reported a position in SPIP as recently as Q1 2024.

Priebe Wealth Holdings first reported a position in SPIP in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2023. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Priebe Wealth Holdings held 12,000 shares of State Street SPDR Portfolio TIPS ETF worth $313K as of Q2 2025.
State Street SPDR Portfolio TIPS ETF was a new Priebe Wealth Holdings position in Q2 2025.
State Street SPDR Portfolio TIPS ETF made up 0.27% of Priebe Wealth Holdings's portfolio in Q2 2025, its #46 holding.
Priebe Wealth Holdings first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and has held it in 3 quarters since.
Priebe Wealth Holdings's State Street SPDR Portfolio TIPS ETF position peaked at $1.05M in Q4 2023.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.