Waverly 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 | $326K | Sell |
12,504
-2,333
| -16% | -$60.8K | ﹤0.01% | 937 |
|
|
2025
Q1 | $391K | Sell |
14,837
-210
| -1% | -$5.54K | ﹤0.01% | 841 |
|
|
2024
Q4 | $381K | Sell |
15,047
-5,909
| -28% | -$150K | 0.01% | 749 |
|
|
2024
Q3 | $551K | Sell |
20,956
-2,570
| -11% | -$67.5K | 0.01% | 565 |
|
|
2024
Q2 | $598K | Sell |
23,526
-200
| -0.8% | -$5.08K | 0.01% | 533 |
|
|
2024
Q1 | $608K | Sell |
23,726
-2,180
| -8% | -$55.9K | 0.01% | 443 |
|
|
2023
Q4 | $662K | Sell |
25,906
-290
| -1% | -$7.42K | 0.02% | 263 |
|
|
2023
Q3 | $651K | Hold |
26,196
| – | – | 0.03% | 233 |
|
|
2023
Q2 | $677K | Buy |
+26,196
| New | +$677K | 0.03% | 215 |
|