Creative Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $790K | Buy |
30,373
+8,540
| +39% | +$223K | ﹤0.01% | 2653 |
|
|
2025
Q4 | $567K | Buy |
21,833
+180
| +0.8% | +$4.72K | ﹤0.01% | 2728 |
|
|
2025
Q3 | $570K | Sell |
21,653
-469
| -2% | -$12.3K | ﹤0.01% | 2596 |
|
|
2025
Q2 | $577K | Buy |
22,122
+793
| +4% | +$20.5K | ﹤0.01% | 2330 |
|
|
2025
Q1 | $563K | Sell |
21,329
-1,033
| -5% | -$26.7K | ﹤0.01% | 2181 |
|
|
2024
Q4 | $566K | Sell |
22,362
-2,753
| -11% | -$70.9K | ﹤0.01% | 2112 |
|
|
2024
Q3 | $660K | Sell |
25,115
-1,682
| -6% | -$43.5K | ﹤0.01% | 1860 |
|
|
2024
Q2 | $681K | Buy |
26,797
+1,538
| +6% | +$38.9K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $647K | Sell |
25,259
-360
| -1% | -$9.21K | ﹤0.01% | 1662 |
|
|
2023
Q4 | $655K | Sell |
25,619
-22,444
| -47% | -$562K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $1.19M | Buy |
48,063
+13,846
| +40% | +$351K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $884K | Sell |
34,217
-3,097
| -8% | -$81K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $995K | Sell |
37,314
-11,151
| -23% | -$292K | ﹤0.01% | 1082 |
|
|
2022
Q4 | $1.25M | Buy |
48,465
+4,194
| +9% | +$108K | ﹤0.01% | 932 |
|
|
2022
Q3 | $1.12M | Sell |
44,271
-22,204
| -33% | -$608K | ﹤0.01% | 920 |
|
|
2022
Q2 | $1.83M | Sell |
66,475
-39,719
| -37% | -$1.14M | ﹤0.01% | 747 |
|
|
2022
Q1 | $3.21M | Buy |
106,194
+92,848
| +696% | +$2.84M | 0.01% | 572 |
|
|
2021
Q4 | $420K | Buy |
13,346
+1,621
| +14% | +$50.9K | ﹤0.01% | 1412 |
|
|
2021
Q3 | $365K | Buy |
11,725
+2,738
| +30% | +$86K | ﹤0.01% | 1483 |
|
|
2021
Q2 | $280K | Buy |
+8,987
| New | +$278K | ﹤0.01% | 1601 |
|
|
2020
Q4 | – | Sell |
-7,877
| Closed | -$243K | – | 2452 |
|
|
2020
Q3 | $243K | Buy |
+7,877
| New | +$242K | ﹤0.01% | 1568 |
|
|
2020
Q2 | – | Sell |
-20,100
| Closed | -$584K | – | 2123 |
|
|
2020
Q1 | $584K | Buy |
20,100
+13,083
| +186% | +$378K | ﹤0.01% | 869 |
|
|
2019
Q4 | $200K | Buy |
+7,017
| New | +$200K | ﹤0.01% | 1639 |
|
|
2019
Q3 | – | Sell |
-7,158
| Closed | -$203K | – | 2095 |
|
|
2019
Q2 | $203K | Buy |
+7,158
| New | +$200K | ﹤0.01% | 1614 |
|
|
2017
Q3 | – | Sell |
-460
| Closed | -$13K | – | 3459 |
|
|
2017
Q2 | $13K | Sell |
460
-8
| -2% | -$226 | ﹤0.01% | 3474 |
|
|
2017
Q1 | $13K | Buy |
468
+8
| +2% | +$227 | ﹤0.01% | 3438 |
|
|
2016
Q4 | $13K | Hold |
460
| – | – | ﹤0.01% | 3379 |
|
|
2016
Q3 | $13K | Hold |
460
| – | – | ﹤0.01% | 3341 |
|
|
2016
Q2 | $13K | Sell |
460
-3,950
| -90% | -$113K | ﹤0.01% | 3086 |
|
|
2016
Q1 | $126K | Buy |
4,410
+3,950
| +859% | +$110K | ﹤0.01% | 1491 |
|
|
2015
Q4 | $13K | Hold |
460
| – | – | ﹤0.01% | 3131 |
|
|
2015
Q3 | $13K | Buy |
+460
| New | +$12.8K | ﹤0.01% | 3041 |
|
|
2015
Q2 | – | Sell |
-460
| Closed | -$13K | – | 2743 |
|
|
2015
Q1 | $13K | Hold |
460
| – | – | ﹤0.01% | 3035 |
|
|
2014
Q4 | $13K | Sell |
460
-498
| -52% | -$14K | ﹤0.01% | 2965 |
|
|
2014
Q3 | $27K | Buy |
958
+308
| +47% | +$8.76K | ﹤0.01% | 2329 |
|
|
2014
Q2 | $19K | Hold |
650
| – | – | ﹤0.01% | 2525 |
|
|
2014
Q1 | $18K | Hold |
650
| – | – | ﹤0.01% | 2450 |
|
|
2013
Q4 | $18K | Sell |
650
-200
| -24% | -$5.53K | ﹤0.01% | 2251 |
|
|
2013
Q3 | $24K | Buy |
850
+200
| +31% | +$5.54K | ﹤0.01% | 1994 |
|
|
2013
Q2 | $18K | Buy |
+650
| New | +$19.2K | ﹤0.01% | 1998 |
|
Other funds holding SPIP
CFS
PFA
3AM
HFS
