OIA
OneDigital Investment Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
20,304
+2,125
| +12% | +$55.4K | 0.01% | 877 |
|
|
2025
Q1 | $480K | Sell |
18,179
-680
| -4% | -$17.9K | 0.01% | 877 |
|
|
2024
Q4 | $477K | Sell |
18,859
-8,252
| -30% | -$209K | 0.01% | 909 |
|
|
2024
Q3 | $712K | Sell |
27,111
-3,586
| -12% | -$94.2K | 0.01% | 788 |
|
|
2024
Q2 | $780K | Sell |
30,697
-905
| -3% | -$23K | 0.01% | 717 |
|
|
2024
Q1 | $810K | Sell |
31,602
-11,524
| -27% | -$295K | 0.01% | 569 |
|
|
2023
Q4 | $1.1M | Sell |
43,126
-17,392
| -29% | -$445K | 0.02% | 443 |
|
|
2023
Q3 | $1.5M | Sell |
60,518
-11,999
| -17% | -$298K | 0.03% | 339 |
|
|
2023
Q2 | $1.87M | Sell |
72,517
-20,674
| -22% | -$534K | 0.04% | 288 |
|
|
2023
Q1 | $2.49M | Sell |
93,191
-108,355
| -54% | -$2.89M | 0.06% | 240 |
|
|
2022
Q4 | $5.19M | Buy |
201,546
+139,969
| +227% | +$3.61M | 0.15% | 129 |
|
|
2022
Q3 | $1.56M | Buy |
61,577
+3,844
| +7% | +$97.5K | 0.06% | 222 |
|
|
2022
Q2 | $1.59M | Sell |
57,733
-382
| -0.7% | -$10.5K | 0.07% | 193 |
|
|
2022
Q1 | $1.76M | Buy |
58,115
+8,833
| +18% | +$267K | 0.07% | 185 |
|
|
2021
Q4 | $1.55M | Buy |
49,282
+2,421
| +5% | +$76.2K | 0.05% | 198 |
|
|
2021
Q3 | $1.46M | Buy |
46,861
+14,909
| +47% | +$464K | 0.06% | 200 |
|
|
2021
Q2 | $995K | Buy |
31,952
+7,125
| +29% | +$222K | 0.04% | 251 |
|
|
2021
Q1 | $758K | Buy |
24,827
+1,975
| +9% | +$60.3K | 0.04% | 293 |
|
|
2020
Q4 | $712K | Buy |
22,852
+6,889
| +43% | +$215K | 0.04% | 281 |
|
|
2020
Q3 | $493K | Buy |
+15,963
| New | +$493K | 0.03% | 307 |
|
|
2018
Q3 | – | Sell |
-221
| Closed | -$12K | – | 1203 |
|
|
2018
Q2 | $12K | Buy |
+221
| New | +$12K | ﹤0.01% | 994 |
|