CWM
Collaborative 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 | $382K | Sell |
14,663
-3,751
| -20% | -$97.8K | 0.17% | 119 |
|
|
2025
Q1 | $486K | Sell |
18,414
-6,224
| -25% | -$164K | 0.23% | 87 |
|
|
2024
Q4 | $624K | Sell |
24,638
-3,454
| -12% | -$87.4K | 0.28% | 74 |
|
|
2024
Q3 | $738K | Sell |
28,092
-8,512
| -23% | -$224K | 0.33% | 65 |
|
|
2024
Q2 | $930K | Sell |
36,604
-143,280
| -80% | -$3.64M | 0.45% | 50 |
|
|
2024
Q1 | $4.61M | Sell |
179,884
-4,443
| -2% | -$114K | 2.31% | 12 |
|
|
2023
Q4 | $4.71M | Sell |
184,327
-3,081
| -2% | -$78.8K | 2.55% | 11 |
|
|
2023
Q3 | $4.66M | Sell |
187,408
-1,445
| -0.8% | -$35.9K | 2.78% | 9 |
|
|
2023
Q2 | $4.88M | Buy |
188,853
+21,137
| +13% | +$546K | 2.9% | 8 |
|
|
2023
Q1 | $4.47M | Buy |
167,716
+47,204
| +39% | +$1.26M | 2.82% | 7 |
|
|
2022
Q4 | $3.1M | Buy |
120,512
+4,000
| +3% | +$103K | 2.04% | 9 |
|
|
2022
Q3 | $2.96M | Buy |
116,512
+5,599
| +5% | +$142K | 2.09% | 9 |
|
|
2022
Q2 | $3.05M | Buy |
+110,913
| New | +$3.05M | 2% | 9 |
|
|
2021
Q4 | $3.2M | Buy |
+101,632
| New | +$3.2M | 1.75% | 10 |
|
|
2021
Q1 | $3.19M | Buy |
+105,349
| New | +$3.19M | 1.84% | 8 |
|