AF
Allworth Financial’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
4,259
-1,799
| -30% | -$46.9K | ﹤0.01% | 1474 |
|
|
2025
Q1 | $158K | Sell |
6,058
-2,147
| -26% | -$55.8K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $209K | Buy |
8,205
+4,240
| +107% | +$108K | ﹤0.01% | 927 |
|
|
2024
Q3 | $104K | Sell |
3,965
-1,556
| -28% | -$40.9K | ﹤0.01% | 1069 |
|
|
2024
Q2 | $141K | Sell |
5,521
-456
| -8% | -$11.6K | ﹤0.01% | 935 |
|
|
2024
Q1 | $153K | Sell |
5,977
-98
| -2% | -$2.51K | ﹤0.01% | 872 |
|
|
2023
Q4 | $155K | Sell |
6,075
-1,341
| -18% | -$34.3K | ﹤0.01% | 794 |
|
|
2023
Q3 | $184K | Buy |
7,416
+323
| +5% | +$8.02K | ﹤0.01% | 708 |
|
|
2023
Q2 | $183K | Buy |
7,093
+4
| +0.1% | +$103 | ﹤0.01% | 725 |
|
|
2023
Q1 | $189K | Sell |
7,089
-101
| -1% | -$2.69K | ﹤0.01% | 663 |
|
|
2022
Q4 | $185K | Hold |
7,190
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $182K | Hold |
7,190
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $198K | Sell |
7,190
-262
| -4% | -$7.22K | ﹤0.01% | 556 |
|
|
2022
Q1 | $226K | Sell |
7,452
-3,248
| -30% | -$98.5K | ﹤0.01% | 531 |
|
|
2021
Q4 | $337K | Sell |
10,700
-2,100
| -16% | -$66.1K | ﹤0.01% | 435 |
|
|
2021
Q3 | $398K | Sell |
12,800
-11,940
| -48% | -$371K | 0.01% | 354 |
|
|
2021
Q2 | $770K | Sell |
24,740
-18,667
| -43% | -$581K | 0.01% | 212 |
|
|
2021
Q1 | $1.33M | Buy |
43,407
+33,492
| +338% | +$1.02M | 0.03% | 145 |
|
|
2020
Q4 | $309K | Buy |
+9,915
| New | +$309K | 0.01% | 230 |
|