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

AE 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 Q1	$80.7K	Sell	3,102 -55,776	-95%	-$1.46M	﹤0.01%	1860
2025 Q4	$1.53M	Buy	58,878 +8,239	+16%	+$216K	0.01%	686
2025 Q3	$1.33M	Buy	50,639 +42,251	+504%	+$1.1M	0.01%	679
2025 Q2	$219K	Buy	8,388 +7,509	+854%	+$194K	﹤0.01%	1267
2025 Q1	$23.2K	Sell	879 -73	-8%	-$1.88K	﹤0.01%	1712
2024 Q4	$24.1K	Buy	+952	New	+$24.5K	﹤0.01%	1691
2024 Q1	–	Sell	-87,034	Closed	-$2.22M	–	1864
2023 Q4	$2.22M	Sell	87,034 -91,709	-51%	-$2.3M	0.01%	868
2023 Q3	$4.44M	Sell	178,743 -3,110	-2%	-$78.9K	0.03%	578
2023 Q2	$4.7M	Buy	181,853 +15,537	+9%	+$406K	0.03%	556
2023 Q1	$4.44M	Buy	166,316 +83,251	+100%	+$2.18M	0.03%	535
2022 Q4	$2.14M	Sell	83,065 -152,346	-65%	-$3.93M	0.02%	717
2022 Q3	$5.97M	Buy	235,411 +113,545	+93%	+$3.11M	0.05%	387
2022 Q2	$3.35M	Sell	121,866 -19,682	-14%	-$565K	0.03%	504
2022 Q1	$4.28M	Sell	141,548 -151,180	-52%	-$4.62M	0.03%	490
2021 Q4	$9.22M	Buy	292,728 +151,087	+107%	+$4.75M	0.06%	281
2021 Q3	$4.41M	Buy	141,641 +118,587	+514%	+$3.72M	0.04%	416
2021 Q2	$718K	Buy	23,054 +1,450	+7%	+$44.8K	0.01%	970
2021 Q1	$660K	Sell	21,604 -1,663	-7%	-$51.3K	0.01%	907
2020 Q4	$725K	Buy	23,267 +2,866	+14%	+$88.1K	0.01%	820
2020 Q3	$630K	Buy	20,401 +2,235	+12%	+$68.7K	0.01%	788
2020 Q2	$548K	Sell	18,166 -273	-1%	-$8.13K	0.01%	843
2020 Q1	$535K	Buy	18,439 +1,797	+11%	+$51.9K	0.01%	661
2019 Q4	$475K	Buy	16,642 +9,218	+124%	+$263K	0.01%	750
2019 Q3	$212K	Sell	7,424 -3,056	-29%	-$87K	0.01%	905
2019 Q2	$297K	Sell	10,480 -598	-5%	-$16.7K	0.01%	753
2019 Q1	$308K	Sell	11,078 -13,666	-55%	-$373K	0.02%	455
2018 Q4	$667K	Buy	24,744 +2,924	+13%	+$78.6K	0.11%	203
2018 Q3	$594K	Buy	21,820 +9,228	+73%	+$254K	0.03%	289
2018 Q2	$350K	Buy	+12,592	New	+$348K	0.02%	311
2017 Q3	–	Sell	-9,932	Closed	-$279K	–	413
2017 Q2	$279K	Buy	+9,932	New	+$281K	0.03%	307