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 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	$9.23M	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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valtinson Bruner Financial Planning's SPIP Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.9% in Q1 2026, selling an estimated $17.4K and leaving 12,835 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #109.

Valtinson Bruner Financial Planning first reported a position in SPIP in Q3 2019 and has held it in 27 quarters since. The position peaked at $15.4M in Q1 2024. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Valtinson Bruner Financial Planning held 12,835 shares of State Street SPDR Portfolio TIPS ETF worth $334K as of Q1 2026.
Valtinson Bruner Financial Planning sold 666 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $17.4K.
State Street SPDR Portfolio TIPS ETF made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #109 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and has held it in 27 quarters since.
Valtinson Bruner Financial Planning's State Street SPDR Portfolio TIPS ETF position peaked at $15.4M in Q1 2024.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.