JNBA Financial Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.8K | Sell |
3,369
-2,066
| -38% | -$53.8K | 0.01% | 236 |
|
|
2025
Q1 | $143K | Hold |
5,435
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $138K | Hold |
5,435
| – | – | 0.01% | 193 |
|
|
2024
Q3 | $143K | Sell |
5,435
-3,838
| -41% | -$101K | 0.01% | 196 |
|
|
2024
Q2 | $236K | Sell |
9,273
-5,316
| -36% | -$135K | 0.02% | 177 |
|
|
2024
Q1 | $374K | Sell |
14,589
-3,218
| -18% | -$82.4K | 0.04% | 150 |
|
|
2023
Q4 | $455K | Buy |
17,807
+5,387
| +43% | +$138K | 0.05% | 141 |
|
|
2023
Q3 | $309K | Sell |
12,420
-1,295
| -9% | -$32.2K | 0.04% | 163 |
|
|
2023
Q2 | $354K | Buy |
13,715
+2,638
| +24% | +$68.2K | 0.04% | 153 |
|
|
2023
Q1 | $295K | Buy |
11,077
+94
| +0.9% | +$2.51K | 0.04% | 167 |
|
|
2022
Q4 | $283K | Buy |
+10,983
| New | +$283K | 0.04% | 163 |
|
|
2020
Q3 | – | Sell |
-58
| Closed | -$2K | – | 587 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 520 |
|
|
2020
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 568 |
|
|
2019
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 553 |
|
|
2019
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 611 |
|
|
2019
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 511 |
|
|
2018
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 487 |
|
|
2018
Q3 | – | Sell |
-58
| Closed | -$2K | – | 681 |
|
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 493 |
|
|
2018
Q1 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 463 |
|