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 Q3	–	Sell	-7,826	Closed	-$201K	–	123
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

SWM

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

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Prosperity Planning's SPIP Position: Q3 2026 in Review

Prosperity Planning sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2026, closing a stake of 7,826 shares — an estimated $201K sold.

Prosperity Planning first reported a position in SPIP in Q3 2022 and held it in 13 quarters. The position peaked at $210K in Q1 2023. 18 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Prosperity Planning reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2026 after selling out during the quarter.
Prosperity Planning sold 7,826 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $201K.
Prosperity Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2022 and held it in 13 quarters.
Prosperity Planning's State Street SPDR Portfolio TIPS ETF position peaked at $210K in Q1 2023.
18 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.