Treasure Coast Financial Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$861K	Sell	33,116 -533	-2%	-$13.9K	0.44%	27
2025 Q4	$873K	Buy	33,649 +987	+3%	+$25.9K	0.46%	27
2025 Q3	$860K	Sell	32,662 -4,477	-12%	-$117K	0.48%	27
2025 Q2	$968K	Buy	37,139 +711	+2%	+$18.4K	0.56%	24
2025 Q1	$961K	Sell	36,428 -4,798	-12%	-$124K	0.6%	23
2024 Q4	$1.04M	Sell	41,226 -18,825	-31%	-$484K	0.69%	21
2024 Q3	$1.58M	Sell	60,051 -42,925	-42%	-$1.11M	0.97%	20
2024 Q2	$2.62M	Sell	102,976 -120,346	-54%	-$3.05M	1.73%	17
2024 Q1	$5.72M	Buy	223,322 +237	+0.1%	+$6.06K	3.74%	9
2023 Q4	$5.7M	Sell	223,085 -49,612	-18%	-$1.24M	3.98%	9
2023 Q3	$6.77M	Sell	272,697 -16	-0%	-$406	4.7%	9
2023 Q2	$7.05M	Buy	272,713 +7,609	+3%	+$199K	4.76%	8
2023 Q1	$7.07M	Buy	265,104 +35,006	+15%	+$916K	4.94%	7
2022 Q4	$5.93M	Sell	230,098 -104,742	-31%	-$2.7M	4.42%	8
2022 Q3	$8.49M	Sell	334,840 -3,395	-1%	-$93K	6.82%	6
2022 Q2	$9.31M	Buy	338,235 +7,280	+2%	+$209K	7.21%	6
2022 Q1	$10M	Buy	330,955 +1,943	+0.6%	+$59.4K	7.68%	4
2021 Q4	$10.4M	Buy	+329,012	New	+$10.3M	8.02%	3