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Silver Oak Securities’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Silver Oak Securities’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 		$230K Sell
8,846
-118
-1% -$3.08K 0.02% 685
2025
Q4 		$233K Sell
8,964
-1,374
-13% -$36K 0.02% 712
2025
Q3 		$272K Buy
10,338
+2
+0% +$52 0.02% 610
2025
Q2 		$269K Sell
10,336
-417
-4% -$10.8K 0.02% 568
2025
Q1 		$282K Sell
10,753
-547
-5% -$14.1K 0.03% 521
2024
Q4 		$286K Buy
11,300
+2
+0% +$51 0.03% 519
2024
Q3 		$297K Buy
11,298
+11,185
+9,898% +$289K 0.03% 432
2024
Q2 		$2.88K Buy
+113
New +$2.86K ﹤0.01% 485

Other funds holding SPIP

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Charles Schwab
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CFS
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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
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return