SFS
Security Financial Services’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-77,390
| Closed | -$1.97M | – | 175 |
|
2024
Q2 | $1.97M | Buy |
77,390
+5,365
| +7% | +$136K | 0.43% | 46 |
|
2024
Q1 | $1.85M | Buy |
72,025
+8,463
| +13% | +$217K | 0.42% | 48 |
|
2023
Q4 | $1.63M | Buy |
63,562
+644
| +1% | +$16.5K | 0.4% | 48 |
|
2023
Q3 | $1.56M | Buy |
+62,918
| New | +$1.56M | 0.44% | 44 |
|
2023
Q1 | – | Sell |
-12,775
| Closed | -$329K | – | 144 |
|
2022
Q4 | $329K | Sell |
12,775
-45,126
| -78% | -$1.16M | 0.1% | 114 |
|
2022
Q3 | $1.47M | Sell |
57,901
-23,258
| -29% | -$590K | 0.5% | 44 |
|
2022
Q2 | $2.23M | Buy |
81,159
+22,666
| +39% | +$624K | 0.71% | 40 |
|
2022
Q1 | $1.77M | Sell |
58,493
-45,553
| -44% | -$1.38M | 0.56% | 38 |
|
2021
Q4 | $3.28M | Buy |
+104,046
| New | +$3.28M | 1.09% | 25 |
|