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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,718	Closed	-$252K	–	301
2025 Q4	$252K	Sell	9,718 -873	-8%	-$22.9K	0.07%	232
2025 Q3	$279K	Sell	10,591 -2,561	-19%	-$66.9K	0.08%	216
2025 Q2	$343K	Hold	13,152	–	–	0.11%	183
2025 Q1	$347K	Sell	13,152 -470	-3%	-$12.1K	0.13%	167
2024 Q4	$345K	Sell	13,622 -294	-2%	-$7.57K	0.13%	167
2024 Q3	$366K	Sell	13,916 -1,479	-10%	-$38.2K	0.14%	165
2024 Q2	$391K	Sell	15,395 -350	-2%	-$8.86K	0.16%	140
2024 Q1	$403K	Sell	15,745 -921	-6%	-$23.6K	0.17%	127
2023 Q4	$426K	Sell	16,666 -3,741	-18%	-$93.6K	0.21%	114
2023 Q3	$507K	Hold	20,407	–	–	0.28%	90
2023 Q2	$527K	Buy	20,407 +19,115	+1,479%	+$500K	0.29%	88
2023 Q1	$34.5K	Hold	1,292	–	–	0.01%	570
2022 Q4	$33.3K	Hold	1,292	–	–	0.02%	435
2022 Q3	$33K	Hold	1,292	–	–	0.02%	448
2022 Q2	$36K	Hold	1,292	–	–	0.02%	414
2022 Q1	$39K	Hold	1,292	–	–	0.02%	417
2021 Q4	$41K	Hold	1,292	–	–	0.02%	415
2021 Q3	$40K	Hold	1,292	–	–	0.03%	364
2021 Q2	$40K	Hold	1,292	–	–	0.03%	385
2021 Q1	$39K	Hold	1,292	–	–	0.03%	365
2020 Q4	$40K	Buy	+1,292	New	+$39.7K	0.04%	339