Golden State Wealth Management’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	$207K	Buy	7,939 +504	+7%	+$13.2K	0.02%	381
2025 Q4	$193K	Buy	7,435 +1,231	+20%	+$32.3K	0.02%	398
2025 Q3	$163K	Buy	6,204 +103	+2%	+$2.69K	0.02%	413
2025 Q2	$159K	Buy	6,101 +8	+0.1%	+$207	0.02%	399
2025 Q1	$161K	Buy	6,093 +313	+5%	+$8.08K	0.02%	370
2024 Q4	$146K	Buy	+5,780	New	+$149K	0.02%	370
2020 Q4	–	Sell	-1,705	Closed	-$53K	–	397
2020 Q3	$53K	Buy	+1,705	New	+$52.4K	0.02%	324
2020 Q2	–	Sell	-1,719	Closed	-$50K	–	794
2020 Q1	$50K	Buy	+1,719	New	+$49.6K	0.02%	360
2019 Q4	–	Sell	-4,278	Closed	-$122K	–	797
2019 Q3	$122K	Buy	4,278 +556	+15%	+$15.8K	0.04%	286
2019 Q2	$105K	Buy	3,722 +1,652	+80%	+$46.1K	0.03%	323
2019 Q1	$58K	Buy	+2,070	New	+$56.5K	0.02%	410