Washington Trust Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Washington Trust Advisors’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
2025 Q1	–	Sell	-107	Closed	-$2.71K	–	661
2024 Q4	$2.71K	Hold	107	–	–	﹤0.01%	605
2024 Q3	$2.81K	Hold	107	–	–	﹤0.01%	620
2024 Q2	$2.72K	Hold	107	–	–	﹤0.01%	617
2024 Q1	$2.74K	Hold	107	–	–	﹤0.01%	627
2023 Q4	$2.74K	Hold	107	–	–	﹤0.01%	630
2023 Q3	$2.66K	Hold	107	–	–	﹤0.01%	622
2023 Q2	$2.77K	Hold	107	–	–	﹤0.01%	611
2023 Q1	$2.85K	Hold	107	–	–	﹤0.01%	698
2022 Q4	$2.76K	Hold	107	–	–	﹤0.01%	696
2022 Q3	$3K	Hold	107	–	–	﹤0.01%	820
2022 Q2	$3K	Hold	107	–	–	﹤0.01%	843
2022 Q1	$3K	Hold	107	–	–	﹤0.01%	915
2021 Q4	$3K	Buy	+107	New	+$3.36K	﹤0.01%	940

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Washington Trust Advisors's SPIP Position: Q1 2025 in Review

Washington Trust Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 107 shares — an estimated $2.71K sold.

Washington Trust Advisors first reported a position in SPIP in Q4 2021 and held it in 13 quarters. The position peaked at $3K in Q3 2022. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

Washington Trust Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
Washington Trust Advisors sold 107 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $2.71K.
Washington Trust Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 13 quarters.
Washington Trust Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $3K in Q3 2022.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on Washington Trust Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.