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

Yoder 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
2024 Q4	–	Sell	-8,300	Closed	-$218K	–	117
2024 Q3	$218K	Hold	8,300	–	–	0.13%	106
2024 Q2	$211K	Hold	8,300	–	–	0.14%	97
2024 Q1	$213K	Hold	8,300	–	–	0.14%	97
2023 Q4	$212K	Hold	8,300	–	–	0.15%	93
2023 Q3	$206K	Hold	8,300	–	–	0.17%	75
2023 Q2	$214K	Hold	8,300	–	–	0.17%	72
2023 Q1	$221K	Buy	+8,300	New	+$217K	0.18%	63

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

PFA

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

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

3AM

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

CFS

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Yoder Wealth Management's SPIP Position: Q4 2024 in Review

Yoder Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2024, closing a stake of 8,300 shares — an estimated $218K sold.

Yoder Wealth Management first reported a position in SPIP in Q1 2023 and held it in 7 quarters. The position peaked at $221K in Q1 2023. 221 funds tracked by Wall St. Rank hold SPIP as of Q4 2024.

Yoder Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2024 after selling out during the quarter.
Yoder Wealth Management sold 8,300 State Street SPDR Portfolio TIPS ETF shares in Q4 2024, an estimated $218K.
Yoder Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2023 and held it in 7 quarters.
Yoder Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $221K in Q1 2023.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2024.

Based on Yoder Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.