SWM
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SigFig Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

SigFig Wealth Management’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
Q2 		$1.48M Sell
57,557
-1,022
-2% -$26.5K 0.04% 88
2026
Q1 		$1.52M Sell
58,579
-3,064
-5% -$80K 0.04% 87
2025
Q4 		$1.6M Sell
61,643
-2,870
-4% -$75.2K 0.05% 87
2025
Q3 		$1.69M Sell
64,513
-2,211
-3% -$57.8K 0.05% 87
2025
Q2 		$1.73M Sell
66,724
-3,131
-4% -$80.9K 0.06% 85
2025
Q1 		$1.93M Sell
69,855
-3,682
-5% -$95K 0.07% 82
2024
Q4 		$2M Sell
73,537
-3,550
-5% -$91.4K 0.07% 80
2024
Q3 		$2.07M Sell
77,087
-2,485
-3% -$64.2K 0.08% 80
2024
Q2 		$2.1M Sell
79,572
-7,060
-8% -$179K 0.08% 76
2024
Q1 		$2.24M Sell
86,632
-6,950
-7% -$178K 0.08% 75
2023
Q4 		$2.38M Sell
93,582
-6,359
-6% -$159K 0.09% 76
2023
Q3 		$2.48M Sell
99,941
-2,783
-3% -$70.6K 0.1% 72
2023
Q2 		$2.91M Sell
102,724
-9,942
-9% -$260K 0.11% 67
2023
Q1 		$3.15M Sell
112,666
-2,161
-2% -$56.6K 0.17% 58
2022
Q4 		$3.19M Buy
114,827
+4,499
+4% +$116K 0.16% 54
2022
Q3 		$3.28M Sell
110,328
-6,046
-5% -$166K 0.17% 50
2022
Q2 		$3.35M Sell
116,374
-2,934
-2% -$84.3K 0.17% 48
2022
Q1 		$3.45M Buy
119,308
+2,358
+2% +$72.1K 0.17% 47
2021
Q4 		$3.48M Buy
116,950
+2,876
+3% +$90.3K 0.16% 45
2021
Q3 		$3.55M Buy
114,074
+12,913
+13% +$405K 0.18% 44
2021
Q2 		$3.15M Buy
101,161
+14,331
+17% +$443K 0.17% 45
2021
Q1 		$2.65M Buy
86,830
+10,873
+14% +$335K 0.16% 42
2020
Q4 		$2.37M Buy
75,957
+1,134
+2% +$34.9K 0.17% 40
2020
Q3 		$2.32M Buy
74,823
+8,395
+13% +$258K 0.21% 36
2020
Q2 		$2M Buy
66,428
+4,831
+8% +$144K 0.21% 33
2020
Q1 		$1.79M Buy
61,597
+3,749
+6% +$108K 0.24% 31
2019
Q4 		$1.65M Buy
57,848
+1,977
+4% +$56.3K 0.2% 33
2019
Q3 		$1.59M Buy
55,871
+3,269
+6% +$93.1K 0.23% 33
2019
Q2 		$1.49M Buy
52,602
+1,092
+2% +$30.5K 0.23% 36
2019
Q1 		$1.43M Buy
51,510
+4,106
+9% +$112K 0.25% 36
2018
Q4 		$1.28M Buy
47,404
+5,322
+13% +$143K 0.27% 36
2018
Q3 		$1.15M Buy
42,082
+4,510
+12% +$124K 0.24% 36
2018
Q2 		$1.04M Buy
37,572
+1,216
+3% +$33.6K 0.27% 36
2018
Q1 		$1.01M Buy
+36,356
New +$1.01M 0.59% 25

Other funds holding SPIP

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return