Phillips Financial Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $3.16M | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $4.46M | Sell |
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|
2023
Q4 | $4.58M | Buy |
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|
2023
Q3 | $4.44M | Buy |
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|
2023
Q2 | $4.6M | Buy |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $4.69M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $2.38M | Sell |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $2.29M | Sell |
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $2.43M | Sell |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.4M | Sell |
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|
2018
Q4 | $2.33M | Sell |
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|
2018
Q3 | $2.38M | Sell |
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|
2018
Q2 | $2.44M | Buy |
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|
2018
Q1 | $2.44M | Buy |
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|
2017
Q4 | $2.47M | Sell |
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|
2017
Q3 | $2.49M | Sell |
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|
2017
Q2 | $2.52M | Sell |
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|
2017
Q1 | $2.57M | Buy |
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|
2016
Q4 | $2.55M | Sell |
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|
2016
Q3 | $2.58M | Buy |
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|
2016
Q2 | $2.61M | Sell |
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|
2016
Q1 | $2.67M | Sell |
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|
2015
Q4 | $2.61M | Sell |
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|
2015
Q3 | $2.67M | Sell |
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|
2015
Q2 | $4.34M | Hold |
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|
2015
Q1 | $4.48M | Sell |
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|
2014
Q4 | $4.48M | Buy |
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|
2014
Q3 | $4.38M | Buy |
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|
2014
Q2 | $4M | Sell |
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|
2014
Q1 | $4.02M | Buy |
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|
2013
Q4 | $3.9M | Buy |
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|
2013
Q3 | $3.91M | Sell |
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|
2013
Q2 | $3.96M | Buy |
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