SWTS
SPIP icon

Stonehaven Wealth & Tax Solutions’s SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio SPIP Stock Details SPIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$762K Sell
29,230
-1,916
-6% -$49.9K 0.74% 29
2025
Q1 		$822K Buy
31,146
+256
+0.8% +$6.75K 0.87% 26
2024
Q4 		$782K Buy
+30,890
New +$782K 0.85% 36