Valtinson Bruner Financial Planning
SPIP icon

Valtinson Bruner Financial Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Valtinson Bruner Financial 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 		$330K Buy
12,837
+2
+0% +$52 0.08% 127
2026
Q1 		$334K Sell
12,835
-666
-5% -$17.4K 0.09% 109
2025
Q4 		$350K Sell
13,501
-175
-1% -$4.59K 0.1% 106
2025
Q3 		$360K Hold
13,676
– – 0.11% 101
2025
Q2 		$356K Sell
13,676
-3,429
-20% -$88.6K 0.11% 98
2025
Q1 		$451K Sell
17,105
-1,334
-7% -$34.4K 0.15% 75
2024
Q4 		$467K Sell
18,439
-7,724
-30% -$199K 0.16% 88
2024
Q3 		$688K Sell
26,163
-7,847
-23% -$203K 0.24% 71
2024
Q2 		$865K Sell
34,010
-565,916
-94% -$14.3M 0.34% 63
2024
Q1 		$15.4M Buy
599,926
+230,125
+62% +$5.89M 6.55% 1
2023
Q4 		$9.46M Buy
369,801
+217,445
+143% +$5.44M 4.86% 1
2023
Q3 		$3.78M Sell
152,356
-10,206
-6% -$259K 2.07% 14
2023
Q2 		$4.2M Sell
162,562
-22,741
-12% -$595K 2.26% 12
2023
Q1 		$4.94M Sell
185,303
-17,081
-8% -$447K 2.82% 8
2022
Q4 		$5.32M Sell
202,384
-143,686
-42% -$3.71M 3.07% 5
2022
Q3 		$8.78M Buy
346,070
+27,788
+9% +$761K 5.42% 2
2022
Q2 		$8.76M Buy
318,282
+3,840
+1% +$110K 5.34% 2
2022
Q1 		$9.24M Buy
314,442
+58,655
+23% +$1.79M 5.29% 2
2021
Q4 		$8.06M Buy
255,787
+62,373
+32% +$1.96M 4.41% 2
2021
Q3 		$6.04M Buy
193,414
+91,619
+90% +$2.88M 3.31% 7
2021
Q2 		$3.23M Buy
101,795
+3,099
+3% +$95.7K 1.85% 18
2021
Q1 		$3.04M Sell
98,696
-5,451
-5% -$168K 1.79% 21
2020
Q4 		$3.23M Buy
104,147
+10,753
+12% +$331K 2.03% 16
2020
Q3 		$2.85M Sell
93,394
-14,060
-13% -$432K 2% 16
2020
Q2 		$3.33M Buy
107,454
+1,604
+2% +$47.7K 2.36% 8
2020
Q1 		$3.14M Buy
105,850
+4,809
+5% +$139K 2.53% 8
2019
Q4 		$2.9M Sell
101,041
-23,184
-19% -$661K 2.08% 12
2019
Q3 		$3.52M Buy
+124,225
New +$3.54M 2.87% 11

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Valtinson Bruner Financial Planning's SPIP Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.02% in Q2 2026, buying an estimated $52 and bringing the position to 12,837 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #127.

Valtinson Bruner Financial Planning first reported a position in SPIP in Q3 2019 and has held it in 28 quarters since. The position peaked at $15.4M in Q1 2024. 202 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Valtinson Bruner Financial Planning held 12,837 shares of State Street SPDR Portfolio TIPS ETF worth $330K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 2 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $52.
  • State Street SPDR Portfolio TIPS ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #127 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and has held it in 28 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR Portfolio TIPS ETF position peaked at $15.4M in Q1 2024.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.