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Northwest Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Northwest Capital Management’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
2025
Q4 		$38.3K Sell
1,476
-3,516
-70% -$92.2K 0.17% 69
2025
Q3 		$131K Sell
4,992
-6,123
-55% -$160K 0.14% 86
2025
Q2 		$290K Sell
11,115
-4,718
-30% -$122K 0.16% 96
2025
Q1 		$418K Sell
15,833
-5,940
-27% -$153K 0.17% 84
2024
Q4 		$551K Sell
21,773
-9,296
-30% -$239K 0.24% 68
2024
Q3 		$816K Sell
31,069
-32,856
-51% -$849K 0.29% 52
2024
Q2 		$1.62M Buy
63,925
+19,573
+44% +$496K 0.59% 31
2024
Q1 		$1.14M Sell
44,352
-5,524
-11% -$141K 0.36% 45
2023
Q4 		$1.28M Sell
49,876
-122
-0.2% -$3.05K 0.43% 38
2023
Q3 		$1.24M Sell
49,998
-4,702
-9% -$119K 0.48% 37
2023
Q2 		$1.41M Sell
54,700
-2,139
-4% -$55.9K 0.59% 35
2023
Q1 		$1.52M Sell
56,839
-25,947
-31% -$679K 0.74% 30
2022
Q4 		$2.13M Sell
82,786
-23,539
-22% -$607K 1.13% 26
2022
Q3 		$2.7M Buy
106,325
+27,974
+36% +$766K 1.56% 19
2022
Q2 		$2.16M Buy
78,351
+24,232
+45% +$696K 1.13% 24
2022
Q1 		$1.64M Sell
54,119
-6,500
-11% -$199K 0.77% 30
2021
Q4 		$1.82M Buy
60,619
+48,643
+406% +$1.53M 0.86% 26
2021
Q3 		$375K Buy
+11,976
New +$376K 0.2% 61

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Northwest Capital Management's SPIP Position: Q4 2025 in Review

Northwest Capital Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 70% in Q4 2025, selling an estimated $92.2K and leaving 1,476 shares worth $38.3K. The position accounts for 0.17% of the portfolio, ranked #69.

Northwest Capital Management first reported a position in SPIP in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.7M in Q3 2022. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

  • Northwest Capital Management held 1,476 shares of State Street SPDR Portfolio TIPS ETF worth $38.3K as of Q4 2025.
  • Northwest Capital Management sold 3,516 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $92.2K.
  • State Street SPDR Portfolio TIPS ETF made up 0.17% of Northwest Capital Management's portfolio in Q4 2025, its #69 holding.
  • Northwest Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 18 quarters since.
  • Northwest Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.7M in Q3 2022.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.