Ruedi Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ruedi Wealth Management’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	–	Sell	-602	Closed	-$15.9K	–	278
2025 Q1	$15.9K	Hold	602	–	–	0.01%	138
2024 Q4	$15.2K	Hold	602	–	–	﹤0.01%	140
2024 Q3	$15.8K	Hold	602	–	–	0.01%	143
2024 Q2	$15.3K	Hold	602	–	–	0.01%	148
2024 Q1	$15.4K	Hold	602	–	–	0.01%	136
2023 Q4	$15.4K	Hold	602	–	–	0.01%	121
2023 Q3	$15K	Hold	602	–	–	0.01%	113
2023 Q2	$15.6K	Hold	602	–	–	0.01%	118
2023 Q1	$16.1K	Buy	+602	New	+$15.8K	0.01%	130

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 $2.07B AUM 16.66% 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

Ruedi Wealth Management's SPIP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 602 shares — an estimated $15.9K sold.

Ruedi Wealth Management first reported a position in SPIP in Q1 2023 and held it in 9 quarters. The position peaked at $16.1K in Q1 2023. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Ruedi Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 602 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $15.9K.
Ruedi Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $16.1K in Q1 2023.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

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