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BCWM
Bartlett & Co Wealth Management’s
State Street SPDR Portfolio TIPS ETF
SPIP
Stock Holding History
Bartlett & Co 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
$6.16K
Hold
235
–
–
﹤0.01%
988
2025
Q4
$6.1K
Sell
235
-64
-21%
-$1.68K
﹤0.01%
988
2025
Q3
$7.87K
Buy
299
+64
+27%
+$1.67K
﹤0.01%
948
2025
Q2
$6.12K
Hold
235
–
–
﹤0.01%
969
2025
Q1
$6.2K
Hold
235
–
–
﹤0.01%
964
2024
Q4
$5.95K
Hold
235
–
–
﹤0.01%
953
2024
Q3
$6.18K
Hold
235
–
–
﹤0.01%
958
2024
Q2
$5.97K
Sell
235
-8
-3%
-$203
﹤0.01%
970
2024
Q1
$6.23K
Hold
243
–
–
﹤0.01%
954
2023
Q4
$6.26K
Hold
243
–
–
﹤0.01%
1054
2023
Q3
$6.04K
Hold
243
–
–
﹤0.01%
975
2023
Q2
$6.28K
Hold
243
–
–
﹤0.01%
968
2023
Q1
$6.48K
Hold
243
–
–
﹤0.01%
863
2022
Q4
$6.26K
Buy
243
+8
+3%
+$206
﹤0.01%
884
2022
Q3
$5.96K
Buy
+235
New
+$6.43K
﹤0.01%
898
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19.66%
1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
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1-Year Est. Return
CFS
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$761M AUM
18.73%
1-Year Est. Return
PFA
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$6.97B AUM
16.14%
1-Year Est. Return
3AM
3EDGE Asset Management
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$2.07B AUM
16.66%
1-Year Est. Return
Cerity Partners
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$70.5B AUM
21.68%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
HFS
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$651M AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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