Accel Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $343K | Hold |
13,152
| – | – | 0.11% | 183 |
|
2025
Q1 | $347K | Sell |
13,152
-470
| -3% | -$12.4K | 0.13% | 167 |
|
2024
Q4 | $345K | Sell |
13,622
-294
| -2% | -$7.44K | 0.13% | 167 |
|
2024
Q3 | $366K | Sell |
13,916
-1,479
| -10% | -$38.9K | 0.14% | 165 |
|
2024
Q2 | $391K | Sell |
15,395
-350
| -2% | -$8.9K | 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% | -$95.7K | 0.21% | 114 |
|
2023
Q3 | $507K | Hold |
20,407
| – | – | 0.28% | 90 |
|
2023
Q2 | $527K | Buy |
20,407
+19,115
| +1,479% | +$494K | 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 | +$40K | 0.04% | 339 |
|