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

Waverly Advisors’s Portfolio SPIP Stock Details SPIP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$305K	Sell
2025 Q2	$326K	Sell
2025 Q1	$391K	Sell
2024 Q4	$381K	Sell
2024 Q3	$551K	Sell
2024 Q2	$598K	Sell
2024 Q1	$608K	Sell
2023 Q4	$662K	Sell
2023 Q3	$651K	Hold
2023 Q2	$677K	Buy