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

Washington Trust’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 Q2	–	Sell	-170	Closed	-$4.49K	–	653
2025 Q1	$4.49K	Hold	170	–	–	﹤0.01%	665
2024 Q4	$4.3K	Hold	170	–	–	﹤0.01%	751
2024 Q3	$4.47K	Hold	170	–	–	﹤0.01%	751
2024 Q2	$4.32K	Hold	170	–	–	﹤0.01%	758
2024 Q1	$4.36K	Hold	170	–	–	﹤0.01%	758
2023 Q4	$4.35K	Hold	170	–	–	﹤0.01%	729
2023 Q3	$4.22K	Hold	170	–	–	﹤0.01%	705
2023 Q2	$4.39K	Hold	170	–	–	﹤0.01%	722
2023 Q1	$4.53K	Hold	170	–	–	﹤0.01%	732
2022 Q4	$4.38K	Buy	+170	New	+$4.38K	﹤0.01%	737
2021 Q4	–	Sell	-107	Closed	-$3K	–	1073
2021 Q3	$3K	Sell	107 -274	-72%	-$8.6K	﹤0.01%	921
2021 Q2	$12K	Buy	+381	New	+$11.8K	﹤0.01%	765

Other funds holding SPIP

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

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

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

3AM

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

PFA

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

CFS

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

Cerity Partners New York $70.8B AUM 21.68% 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's SPIP Position: Q2 2025 in Review

Washington Trust sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2025, closing a stake of 170 shares — an estimated $4.49K sold.

Washington Trust first reported a position in SPIP in Q2 2021 and held it in 12 quarters. The position peaked at $12K in Q2 2021. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Washington Trust reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 170 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $4.49K.
Washington Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and held it in 12 quarters.
Washington Trust's State Street SPDR Portfolio TIPS ETF position peaked at $12K in Q2 2021.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.