Keystone Financial Group (Kentucky)’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	$259K	Sell	9,945 -465	-4%	-$12.1K	0.02%	429
2025 Q4	$270K	Sell	10,410 -1,707	-14%	-$44.8K	0.02%	374
2025 Q3	$319K	Sell	12,117 -1,155	-9%	-$30.2K	0.02%	310
2025 Q2	$346K	Sell	13,272 -3,144	-19%	-$81.3K	0.03%	290
2025 Q1	$433K	Sell	16,416 -1,009	-6%	-$26K	0.04%	232
2024 Q4	$441K	Sell	17,425 -4,294	-20%	-$111K	0.04%	232
2024 Q3	$571K	Buy	+21,719	New	+$561K	0.07%	176
2024 Q2	–	Sell	-92,560	Closed	-$2.37M	–	288
2024 Q1	$2.37M	Buy	92,560 +5,884	+7%	+$150K	0.35%	60
2023 Q4	$2.22M	Sell	86,676 -1,720	-2%	-$43K	0.39%	58
2023 Q3	$2.2M	Buy	88,396 +33,039	+60%	+$838K	0.37%	59
2023 Q2	$1.43M	Buy	+55,357	New	+$1.45M	0.24%	79
2022 Q4	$1.49M	Sell	57,690 -2,267	-4%	-$58.5K	0.29%	72
2022 Q3	$1.52M	Sell	59,957 -17,852	-23%	-$489K	0.31%	71
2022 Q2	$2.14M	Buy	77,809 +5,466	+8%	+$157K	0.42%	54
2022 Q1	$2.19M	Buy	72,343 +48,071	+198%	+$1.47M	0.37%	61
2021 Q4	$765K	Buy	+24,272	New	+$762K	0.13%	128