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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
Q2 		– Hold
0
– -$18K – 90
2021
Q1 		– Hold
0
– – – 88
2020
Q4 		– Hold
0
– – – 73

Other funds holding SPIP

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return