Modera Wealth Management’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
$809K Hold
31,041
0.01% 359
2025
Q1
$819K Hold
31,041
0.01% 351
2024
Q4
$786K Hold
31,041
0.01% 365
2024
Q3
$816K Buy
31,041
+111
+0.4% +$2.92K 0.01% 338
2024
Q2
$786K Sell
30,930
-367
-1% -$9.33K 0.01% 324
2024
Q1
$802K Buy
+31,297
New +$802K 0.01% 323
2023
Q4
Sell
-29,254
Closed -$727K 548
2023
Q3
$727K Buy
29,254
+179
+0.6% +$4.45K 0.01% 313
2023
Q2
$751K Buy
+29,075
New +$751K 0.01% 322