SWM
Silverlake Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,284
| Closed | -$219K | – | 324 |
|
|
2025
Q1 | $219K | Sell |
8,284
-384
| -4% | -$10.1K | 0.08% | 230 |
|
|
2024
Q4 | $219K | Sell |
8,668
-18
| -0.2% | -$456 | 0.08% | 241 |
|
|
2024
Q3 | $228K | Buy |
8,686
+60
| +0.7% | +$1.58K | 0.09% | 240 |
|
|
2024
Q2 | $219K | Buy |
+8,626
| New | +$219K | 0.09% | 245 |
|