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
2026 Q3	$458K	Buy	+18,800	New	+$471K	0.17%	77
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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Yoder Wealth Management's SPIP Position: Q3 2026 in Review

Yoder Wealth Management opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2026: 18,800 shares worth $458K. The stake represents 0.17% of the portfolio and ranks #77 among its holdings. This is a return to the name: Yoder Wealth Management previously reported a position in SPIP as recently as Q3 2024.

Yoder Wealth Management first reported a position in SPIP in Q1 2023 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Yoder Wealth Management held 18,800 shares of State Street SPDR Portfolio TIPS ETF worth $458K as of Q3 2026.
State Street SPDR Portfolio TIPS ETF was a new Yoder Wealth Management position in Q3 2026.
State Street SPDR Portfolio TIPS ETF made up 0.17% of Yoder Wealth Management's portfolio in Q3 2026, its #77 holding.
Yoder Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2023 and has held it in 8 quarters since.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.