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SPIP icon

Ridgewood Investments’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Ridgewood Investments’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
2026
Q3 		$292K Sell
11,962
-229
-2% -$5.74K 0.11% 193
2026
Q2 		$313K Sell
12,191
-1,638
-12% -$42.5K 0.12% 184
2026
Q1 		$360K Buy
+13,829
New +$361K 0.15% 166
2025
Q3 		$433K Sell
16,447
-2,984
-15% -$78K 0.18% 141
2025
Q2 		$506K Sell
19,431
-986
-5% -$25.5K 0.22% 115
2025
Q1 		$539K Sell
20,417
-551
-3% -$14.2K 0.25% 113
2024
Q4 		$531K Sell
20,968
-3,302
-14% -$85K 0.26% 104
2024
Q3 		$638K Sell
24,270
-1,776
-7% -$45.9K 0.32% 91
2024
Q2 		$662K Sell
26,046
-80
-0.3% -$2.02K 0.33% 90
2024
Q1 		$669K Buy
26,126
+2,179
+9% +$55.7K 0.35% 92
2023
Q4 		$612K Buy
23,947
+1,388
+6% +$34.7K 0.36% 97
2023
Q3 		$560K Sell
22,559
-77
-0.3% -$1.95K 0.37% 96
2023
Q2 		$585K Buy
22,636
+2,104
+10% +$55K 0.33% 94
2023
Q1 		$548K Buy
20,532
+3,067
+18% +$80.3K 0.34% 92
2022
Q4 		$450K Sell
17,465
-552
-3% -$14.2K 0.32% 103
2022
Q3 		$457K Buy
18,017
+1,860
+12% +$50.9K 0.38% 92
2022
Q2 		$445K Sell
16,157
-679
-4% -$19.5K 0.35% 98
2022
Q1 		$509K Buy
16,836
+785
+5% +$24K 0.33% 101
2021
Q4 		$506K Buy
16,051
+1,295
+9% +$40.7K 0.32% 105
2021
Q3 		$459K Buy
14,756
+1,681
+13% +$52.8K 0.31% 106
2021
Q2 		$407K Sell
13,075
-2,787
-18% -$86.1K 0.26% 124
2021
Q1 		$485K Buy
15,862
+8,717
+122% +$269K 0.3% 118
2020
Q4 		$221K Hold
7,145
– – 0.17% 149
2020
Q3 		$221K Buy
+7,145
New +$220K 0.17% 150

Other funds holding SPIP

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Ridgewood Investments's SPIP Position: Q3 2026 in Review

Ridgewood Investments reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.9% in Q3 2026, selling an estimated $5.74K and leaving 11,962 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #193.

Ridgewood Investments first reported a position in SPIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $669K in Q1 2024. 16 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Ridgewood Investments held 11,962 shares of State Street SPDR Portfolio TIPS ETF worth $292K as of Q3 2026.
  • Ridgewood Investments sold 229 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $5.74K.
  • State Street SPDR Portfolio TIPS ETF made up 0.11% of Ridgewood Investments's portfolio in Q3 2026, its #193 holding.
  • Ridgewood Investments first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 24 quarters since.
  • Ridgewood Investments's State Street SPDR Portfolio TIPS ETF position peaked at $669K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.