KWB Wealth’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

KWB Wealth’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$634K	Buy	24,674 +573	+2%	+$14.9K	0.05%	100
2026 Q1	$625K	Sell	24,101 -602	-2%	-$15.7K	0.06%	86
2025 Q4	$641K	Buy	24,703 +4,854	+24%	+$127K	0.06%	91
2025 Q3	$517K	Buy	19,849 +863	+5%	+$22.6K	0.06%	86
2025 Q2	$501K	Buy	18,986 +1,528	+9%	+$39.5K	0.06%	91
2025 Q1	$442K	Sell	17,458 -899	-5%	-$23.2K	0.05%	103
2024 Q4	$482K	Sell	18,357 -7,074	-28%	-$182K	0.06%	88
2024 Q3	$646K	Buy	25,431 +171	+0.7%	+$4.42K	0.08%	72
2024 Q2	$647K	Sell	25,260 -420	-2%	-$10.6K	0.09%	73
2024 Q1	$658K	Sell	25,680 -21,942	-46%	-$561K	0.09%	73
2023 Q4	$1.22M	Buy	47,622 +14,361	+43%	+$359K	0.18%	50
2023 Q3	$859K	Sell	33,261 -160	-0.5%	-$4.06K	0.14%	56
2023 Q2	$864K	Buy	33,421 +10,295	+45%	+$269K	0.14%	56
2023 Q1	$596K	Sell	23,126 -303	-1%	-$7.93K	0.11%	62
2022 Q4	$604K	Sell	23,429 -29,923	-56%	-$772K	0.11%	59
2022 Q3	$1.35M	Buy	53,352 +3,614	+7%	+$99K	0.27%	40
2022 Q2	$1.37M	Buy	+49,738	New	+$1.43M	0.26%	41

Other funds holding SPIP

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return