Level Four Advisory Services’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 | $993K | Sell |
38,101
-450
| -1% | -$11.7K | 0.04% | 384 |
|
|
2025
Q1 | $1.02M | Buy |
38,551
+2,500
| +7% | +$66K | 0.04% | 338 |
|
|
2024
Q4 | $912K | Sell |
36,051
-300
| -0.8% | -$7.59K | 0.04% | 366 |
|
|
2024
Q3 | $937K | Sell |
36,351
-489
| -1% | -$12.6K | 0.04% | 369 |
|
|
2024
Q2 | $936K | Buy |
36,840
+611
| +2% | +$15.5K | 0.04% | 348 |
|
|
2024
Q1 | $926K | Hold |
36,229
| – | – | 0.05% | 309 |
|
|
2023
Q4 | $926K | Buy |
36,229
+4,244
| +13% | +$109K | 0.05% | 309 |
|
|
2023
Q3 | $795K | Buy |
31,985
+1,814
| +6% | +$45.1K | 0.05% | 331 |
|
|
2023
Q2 | $780K | Hold |
30,171
| – | – | 0.05% | 347 |
|
|
2023
Q1 | $805K | Buy |
+30,171
| New | +$805K | 0.05% | 324 |
|
|
2021
Q3 | – | Sell |
-88,424
| Closed | -$2.75M | – | 614 |
|
|
2021
Q2 | $2.75M | Buy |
88,424
+30,229
| +52% | +$941K | 0.19% | 136 |
|
|
2021
Q1 | $1.78M | Buy |
58,195
+46,939
| +417% | +$1.43M | 0.14% | 164 |
|
|
2020
Q4 | $351K | Buy |
+11,256
| New | +$351K | 0.03% | 431 |
|