Prosperity Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Prosperity 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	$201K	Hold	7,826	–	–	0.05%	115
2026 Q1	$204K	Hold	7,826	–	–	0.05%	108
2025 Q4	$203K	Hold	7,826	–	–	0.05%	107
2025 Q3	$206K	Hold	7,826	–	–	0.06%	107
2025 Q2	$204K	Hold	7,826	–	–	0.06%	105
2025 Q1	$206K	Buy	+7,826	New	+$202K	0.06%	103
2024 Q4	–	Sell	-7,826	Closed	-$206K	–	105
2024 Q3	$206K	Buy	+7,826	New	+$202K	0.07%	101
2024 Q2	–	Sell	-7,882	Closed	-$202K	–	103
2024 Q1	$202K	Hold	7,882	–	–	0.07%	93
2023 Q4	$202K	Buy	+7,882	New	+$197K	0.08%	92
2023 Q3	–	Sell	-7,882	Closed	-$204K	–	91
2023 Q2	$204K	Hold	7,882	–	–	0.08%	88
2023 Q1	$210K	Hold	7,882	–	–	0.09%	87
2022 Q4	$203K	Hold	7,882	–	–	0.1%	76
2022 Q3	$200K	Buy	+7,882	New	+$216K	0.1%	82
2021 Q1	–	Hold	0	–	–	–	88
2020 Q4	–	Hold	0	–	–	–	73

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Prosperity Planning's SPIP Position: Q2 2026 in Review

Prosperity Planning held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 7,826 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #115.

Prosperity Planning first reported a position in SPIP in Q3 2022 and has held it in 13 quarters since. The position peaked at $210K in Q1 2023. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Prosperity Planning held 7,826 shares of State Street SPDR Portfolio TIPS ETF worth $201K as of Q2 2026.
Prosperity Planning left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #115 holding.
Prosperity Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and has held it in 13 quarters since.
Prosperity Planning's State Street SPDR Portfolio TIPS ETF position peaked at $210K in Q1 2023.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.