NWM
SPIP icon

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

Northwest Wealth 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 		– Sell
-9,520
Closed -$251K – 263
2025
Q3 		$251K Buy
9,520
+113
+1% +$2.95K 0.04% 179
2025
Q2 		$245K Buy
9,407
+186
+2% +$4.81K 0.04% 170
2025
Q1 		$243K Buy
+9,221
New +$238K 0.05% 154
2024
Q4 		– Sell
-7,869
Closed -$207K – 175
2024
Q3 		$207K Sell
7,869
-1,150
-13% -$29.7K 0.05% 161
2024
Q2 		$229K Sell
9,019
-10,669
-54% -$270K 0.06% 149
2024
Q1 		$504K Sell
19,688
-1,329
-6% -$34K 0.14% 93
2023
Q4 		$537K Sell
21,017
-1,171
-5% -$29.3K 0.16% 87
2023
Q3 		$551K Sell
22,188
-767
-3% -$19.4K 0.2% 82
2023
Q2 		$593K Sell
22,955
-2,060
-8% -$53.9K 0.22% 80
2023
Q1 		$667K Sell
25,015
-967
-4% -$25.3K 0.25% 76
2022
Q4 		$669K Sell
25,982
-27,620
-52% -$713K 0.29% 73
2022
Q3 		$1.36M Buy
53,602
+1,938
+4% +$53.1K 0.6% 47
2022
Q2 		$1.42M Buy
51,664
+1,503
+3% +$43.2K 0.62% 47
2022
Q1 		$1.52M Buy
50,161
+3,441
+7% +$105K 0.74% 38
2021
Q4 		$1.47M Sell
46,720
-566
-1% -$17.8K 0.68% 40
2021
Q3 		$1.47M Sell
47,286
-6,695
-12% -$210K 0.73% 38
2021
Q2 		$1.68M Sell
53,981
-19,582
-27% -$605K 0.89% 29
2021
Q1 		$2.25M Buy
73,563
+3,522
+5% +$109K 1.41% 19
2020
Q4 		$2.18M Sell
70,041
-143
-0.2% -$4.4K 1.51% 19
2020
Q3 		$2.17M Buy
70,184
+1,143
+2% +$35.1K 1.8% 16
2020
Q2 		$2.08M Sell
69,041
-3,217
-4% -$95.8K 1.82% 17
2020
Q1 		$2.1M Sell
72,258
-4,969
-6% -$143K 2.12% 15
2019
Q4 		$2.21M Sell
77,227
-2,018
-3% -$57.5K 2.02% 15
2019
Q3 		$2.26M Buy
79,245
+3,659
+5% +$104K 1.86% 14
2019
Q2 		$2.14M Buy
75,586
+5,364
+8% +$150K 1.73% 15
2019
Q1 		$1.96M Sell
70,222
-3,022
-4% -$82.5K 1.47% 15
2018
Q4 		$1.97M Buy
73,244
+4,808
+7% +$129K 1.67% 13
2018
Q3 		$1.86M Buy
68,436
+6,214
+10% +$171K 1.4% 17
2018
Q2 		$1.73M Buy
62,222
+2,836
+5% +$78.3K 1.3% 18
2018
Q1 		$1.66M Buy
+59,386
New +$1.65M 1.23% 19

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 $651M AUM 15.34% 1-Year Est. Return

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

Northwest Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2025, closing a stake of 9,520 shares — an estimated $251K sold.

Northwest Wealth Management first reported a position in SPIP in Q1 2018 and held it in 30 quarters. The position peaked at $2.26M in Q3 2019. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

  • Northwest Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Wealth Management sold 9,520 State Street SPDR Portfolio TIPS ETF shares in Q4 2025, an estimated $251K.
  • Northwest Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 30 quarters.
  • Northwest Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.26M in Q3 2019.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Northwest Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.