Transamerica Financial Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635 | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2025
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 540 |
|
|
2024
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 543 |
|
|
2024
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 518 |
|
|
2024
Q1 | $1K | Sell |
25
-1
| -4% | -$40 | ﹤0.01% | 563 |
|
|
2023
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $1K | Sell |
26
-3
| -10% | -$115 | ﹤0.01% | 568 |
|
|
2023
Q1 | $1K | Sell |
29
-19
| -40% | -$655 | ﹤0.01% | 554 |
|
|
2022
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $2K | Sell |
48
-45,574
| -100% | -$1.9M | ﹤0.01% | 390 |
|
|
2022
Q2 | $1.26M | Buy |
45,622
+45,007
| +7,318% | +$1.24M | 0.18% | 91 |
|
|
2022
Q1 | $19K | Sell |
615
-67
| -10% | -$2.07K | 0.68% | 36 |
|
|
2021
Q4 | $22K | Buy |
+682
| New | +$22K | 0.59% | 36 |
|
|
2020
Q3 | – | Sell |
-25
| Closed | -$1K | – | 438 |
|
|
2020
Q2 | $1K | Sell |
25
-1,343
| -98% | -$53.7K | ﹤0.01% | 474 |
|
|
2020
Q1 | $40K | Buy |
+1,368
| New | +$40K | 0.71% | 35 |
|
|
2016
Q2 | – | Sell |
-1,666
| Closed | -$48K | – | 668 |
|
|
2016
Q1 | $48K | Buy |
1,666
+2
| +0.1% | +$58 | ﹤0.01% | 374 |
|
|
2015
Q4 | $46K | Hold |
1,664
| – | – | ﹤0.01% | 417 |
|
|
2015
Q3 | $46K | Hold |
1,664
| – | – | ﹤0.01% | 397 |
|
|
2015
Q2 | $47K | Sell |
1,664
-2
| -0.1% | -$56 | ﹤0.01% | 463 |
|
|
2015
Q1 | $48K | Buy |
1,666
+1,664
| +83,200% | +$47.9K | ﹤0.01% | 443 |
|
|
2014
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 689 |
|
|
2014
Q3 | $1K | Sell |
2
-2
| -50% | -$1K | ﹤0.01% | 647 |
|
|
2014
Q2 | $1K | Sell |
4
-5,202
| -100% | -$1.3M | ﹤0.01% | 653 |
|
|
2014
Q1 | $145K | Sell |
5,206
-1,486
| -22% | -$41.4K | 0.01% | 279 |
|
|
2013
Q4 | $183K | Sell |
6,692
-950
| -12% | -$26K | 0.02% | 251 |
|
|
2013
Q3 | $214K | Sell |
7,642
-3,982
| -34% | -$112K | 0.03% | 239 |
|
|
2013
Q2 | $323K | Buy |
+11,624
| New | +$323K | 0.05% | 149 |
|