IFP Advisors’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 | $1.22K | Sell |
47
-435
| -90% | -$11.4K | ﹤0.01% | 4141 |
|
|
2025
Q4 | $12.5K | Buy |
482
+435
| +926% | +$11.4K | ﹤0.01% | 2949 |
|
|
2025
Q3 | $1.24K | Sell |
47
-3,401
| -99% | -$88.9K | ﹤0.01% | 3864 |
|
|
2025
Q2 | $89.9K | Buy |
3,448
+3,401
| +7,236% | +$87.9K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $1.24K | Hold |
47
| – | – | ﹤0.01% | 3289 |
|
|
2024
Q4 | $1.19K | Buy |
+47
| New | +$1.21K | ﹤0.01% | 3244 |
|
|
2024
Q3 | – | Sell |
-60
| Closed | -$1.52K | – | 3433 |
|
|
2024
Q2 | $1.52K | Sell |
60
-1,540
| -96% | -$39K | ﹤0.01% | 2886 |
|
|
2024
Q1 | $41K | Sell |
1,600
-2,552
| -61% | -$65.3K | ﹤0.01% | 1670 |
|
|
2023
Q4 | $106K | Hold |
4,152
| – | – | 0.01% | 1216 |
|
|
2023
Q3 | $103K | Sell |
4,152
-1
| -0% | -$25 | ﹤0.01% | 1239 |
|
|
2023
Q2 | $107K | Hold |
4,153
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q1 | $229K | Sell |
4,153
-2,771
| -40% | -$72.5K | 0.01% | 895 |
|
|
2022
Q4 | $383K | Sell |
6,924
-29,083
| -81% | -$750K | 0.01% | 1016 |
|
|
2022
Q3 | $1.98M | Buy |
36,007
+92
| +0.3% | +$2.52K | 0.05% | 401 |
|
|
2022
Q2 | $1.98M | Hold |
35,915
| – | – | 0.06% | 347 |
|
|
2022
Q1 | $1.98M | Sell |
35,915
-42,665
| -54% | -$1.3M | 0.06% | 347 |
|
|
2021
Q4 | $2.48M | Buy |
78,580
+45,748
| +139% | +$1.44M | 0.05% | 212 |
|
|
2021
Q3 | $1.02M | Buy |
32,832
+4,452
| +16% | +$140K | 0.02% | 396 |
|
|
2021
Q2 | $883K | Buy |
28,380
+27,979
| +6,977% | +$864K | 0.02% | 403 |
|
|
2021
Q1 | $12K | Sell |
401
-589
| -59% | -$18.2K | ﹤0.01% | 2071 |
|
|
2020
Q4 | $31K | Sell |
990
-13,688
| -93% | -$421K | ﹤0.01% | 1630 |
|
|
2020
Q3 | $456K | Buy |
14,678
+4,648
| +46% | +$143K | 0.03% | 452 |
|
|
2020
Q2 | $298K | Buy |
10,030
+2,496
| +33% | +$74.3K | 0.02% | 539 |
|
|
2020
Q1 | $220K | Sell |
7,534
-23,530
| -76% | -$680K | 0.02% | 555 |
|
|
2019
Q4 | $885K | Sell |
31,064
-434
| -1% | -$12.4K | 0.07% | 312 |
|
|
2019
Q3 | $896K | Buy |
+31,498
| New | +$897K | 0.06% | 329 |
|
|
2019
Q1 | – | Sell |
-25,224
| Closed | -$679K | – | 3303 |
|
|
2018
Q4 | $679K | Buy |
25,224
+94
| +0.4% | +$2.53K | 0.04% | 453 |
|
|
2018
Q3 | $684K | Buy |
25,130
+16,106
| +178% | +$443K | 0.03% | 558 |
|
|
2018
Q2 | $251K | Buy |
9,024
+1,676
| +23% | +$46.3K | 0.01% | 950 |
|
|
2018
Q1 | $207K | Hold |
7,348
| – | – | 0.01% | 976 |
|
|
2017
Q4 | $207K | Buy |
7,348
+6,354
| +639% | +$179K | 0.01% | 979 |
|
|
2017
Q3 | $28K | Sell |
994
-392
| -28% | -$11.1K | ﹤0.01% | 2388 |
|
|
2017
Q2 | $39K | Buy |
1,386
+496
| +56% | +$14K | ﹤0.01% | 2141 |
|
|
2017
Q1 | $25K | Buy |
890
+172
| +24% | +$4.87K | ﹤0.01% | 2360 |
|
|
2016
Q4 | $20K | Sell |
718
-1,282
| -64% | -$36.5K | ﹤0.01% | 2476 |
|
|
2016
Q3 | $58K | Sell |
2,000
-4
| -0.2% | -$116 | ﹤0.01% | 1716 |
|
|
2016
Q2 | $58K | Buy |
+2,004
| New | +$57.4K | ﹤0.01% | 1681 |
|
|
2016
Q1 | – | Sell |
-1,962
| Closed | -$54K | – | 3309 |
|
|
2015
Q4 | $54K | Buy |
+1,962
| New | +$54.1K | ﹤0.01% | 1573 |
|
Other funds holding SPIP
CFS
PFA
3AM
HFS