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RI
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
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
0.33%
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
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
CFS
Cannon Financial Strategists
Athens, Georgia
$761M AUM
18.73%
1-Year Est. Return
PFA
Pure Financial Advisors
San Diego, California
$6.97B AUM
16.14%
1-Year Est. Return
3AM
3EDGE Asset Management
Naples, Florida
$2.07B AUM
16.66%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
HFS
Hughes Financial Services
Herndon, Virginia
$651M AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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