Wealth Advisory Solutions’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	$960K	Sell	36,917 -373	-1%	-$9.74K	0.21%	74
2025 Q4	$968K	Buy	37,290 +32	+0.1%	+$839	0.23%	71
2025 Q3	$980K	Sell	37,258 -251	-0.7%	-$6.56K	0.24%	73
2025 Q2	$977K	Sell	37,509 -172	-0.5%	-$4.45K	0.25%	70
2025 Q1	$994K	Sell	37,681 -2,794	-7%	-$72.1K	0.26%	70
2024 Q4	$1.02M	Buy	40,475 +766	+2%	+$19.7K	0.29%	61
2024 Q3	$1.04M	Buy	39,709 +602	+2%	+$15.6K	0.29%	62
2024 Q2	$994K	Sell	39,107 -139	-0.4%	-$3.52K	0.27%	64
2024 Q1	$1.01M	Buy	+39,246	New	+$1M	0.26%	64
2023 Q4	–	Sell	-41,335	Closed	-$1.03M	–	104
2023 Q3	$1.03M	Sell	41,335 -28,141	-41%	-$714K	0.2%	71
2023 Q2	$1.8M	Sell	69,476 -621	-0.9%	-$16.2K	0.48%	51
2023 Q1	$1.87M	Buy	70,097 +1,723	+3%	+$45.1K	0.5%	51
2022 Q4	$1.76M	Sell	68,374 -1,073	-2%	-$27.7K	0.47%	57
2022 Q3	$1.76M	Buy	69,447 +962	+1%	+$26.3K	0.49%	58
2022 Q2	$1.89M	Buy	68,485 +33,676	+97%	+$967K	0.46%	63
2022 Q1	$1.05M	Buy	+34,809	New	+$1.06M	0.22%	80
2021 Q3	$812K	Buy	26,101 +7,706	+42%	+$242K	0.18%	89
2021 Q2	$573K	Buy	18,395 +327	+2%	+$10.1K	0.14%	100
2021 Q1	$1K	Sell	18,068 -339	-2%	-$10.4K	﹤0.01%	130
2020 Q4	$573K	Sell	18,407 -27	-0.1%	-$830	0.16%	88
2020 Q3	$569K	Buy	18,434 +79	+0.4%	+$2.43K	0.15%	100
2020 Q2	$553K	Sell	18,355 -51	-0.3%	-$1.52K	0.15%	102
2020 Q1	$534K	Buy	18,406 +6,620	+56%	+$191K	0.18%	99
2019 Q4	$336K	Buy	+11,786	New	+$336K	0.09%	140