AWM
AE 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 | $219K | Buy |
8,388
+7,509
| +854% | +$196K | ﹤0.01% | 1267 |
|
|
2025
Q1 | $23.2K | Sell |
879
-73
| -8% | -$1.93K | ﹤0.01% | 1712 |
|
|
2024
Q4 | $24.1K | Buy |
+952
| New | +$24.1K | ﹤0.01% | 1691 |
|
|
2024
Q1 | – | Sell |
-87,034
| Closed | -$2.22M | – | 1861 |
|
|
2023
Q4 | $2.22M | Sell |
87,034
-91,709
| -51% | -$2.34M | 0.01% | 867 |
|
|
2023
Q3 | $4.44M | Sell |
178,743
-3,110
| -2% | -$77.3K | 0.03% | 578 |
|
|
2023
Q2 | $4.7M | Buy |
181,853
+15,537
| +9% | +$401K | 0.03% | 556 |
|
|
2023
Q1 | $4.44M | Buy |
166,316
+83,251
| +100% | +$2.22M | 0.03% | 535 |
|
|
2022
Q4 | $2.14M | Sell |
83,065
-152,346
| -65% | -$3.92M | 0.02% | 717 |
|
|
2022
Q3 | $5.97M | Buy |
235,411
+113,545
| +93% | +$2.88M | 0.05% | 387 |
|
|
2022
Q2 | $3.35M | Sell |
121,866
-19,682
| -14% | -$542K | 0.03% | 504 |
|
|
2022
Q1 | $4.28M | Sell |
141,548
-151,180
| -52% | -$4.57M | 0.03% | 489 |
|
|
2021
Q4 | $9.22M | Buy |
292,728
+151,087
| +107% | +$4.76M | 0.06% | 281 |
|
|
2021
Q3 | $4.41M | Buy |
141,641
+118,587
| +514% | +$3.69M | 0.04% | 415 |
|
|
2021
Q2 | $718K | Buy |
23,054
+1,450
| +7% | +$45.2K | 0.01% | 967 |
|
|
2021
Q1 | $660K | Sell |
21,604
-1,663
| -7% | -$50.8K | 0.01% | 904 |
|
|
2020
Q4 | $725K | Buy |
23,267
+2,866
| +14% | +$89.3K | 0.01% | 818 |
|
|
2020
Q3 | $630K | Buy |
20,401
+2,235
| +12% | +$69K | 0.01% | 786 |
|
|
2020
Q2 | $548K | Sell |
18,166
-273
| -1% | -$8.24K | 0.01% | 840 |
|
|
2020
Q1 | $535K | Buy |
18,439
+1,797
| +11% | +$52.1K | 0.01% | 658 |
|
|
2019
Q4 | $475K | Buy |
16,642
+9,218
| +124% | +$263K | 0.01% | 749 |
|
|
2019
Q3 | $212K | Buy |
7,424
+2,184
| +42% | +$62.4K | 0.01% | 905 |
|
|
2019
Q2 | $297K | Sell |
5,240
-299
| -5% | -$16.9K | 0.01% | 753 |
|
|
2019
Q1 | $308K | Sell |
5,539
-6,833
| -55% | -$380K | 0.02% | 455 |
|
|
2018
Q4 | $667K | Buy |
12,372
+1,462
| +13% | +$78.8K | 0.11% | 203 |
|
|
2018
Q3 | $594K | Buy |
10,910
+4,614
| +73% | +$251K | 0.03% | 289 |
|
|
2018
Q2 | $350K | Buy |
+6,296
| New | +$350K | 0.02% | 311 |
|
|
2017
Q3 | – | Sell |
-4,966
| Closed | -$279K | – | 413 |
|
|
2017
Q2 | $279K | Buy |
+4,966
| New | +$279K | 0.03% | 307 |
|