Wealth Enhancement Advisory Services’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
16,309
-7,697
| -32% | -$199K | ﹤0.01% | 2333 |
|
|
2025
Q1 | $633K | Sell |
24,006
-4,693
| -16% | -$124K | ﹤0.01% | 1866 |
|
|
2024
Q4 | $726K | Buy |
28,699
+3,863
| +16% | +$97.8K | ﹤0.01% | 1720 |
|
|
2024
Q3 | $653K | Buy |
24,836
+2,004
| +9% | +$52.7K | ﹤0.01% | 1625 |
|
|
2024
Q2 | $580K | Buy |
22,832
+12,807
| +128% | +$326K | ﹤0.01% | 1558 |
|
|
2024
Q1 | $257K | Buy |
+10,025
| New | +$257K | ﹤0.01% | 2019 |
|
|
2023
Q3 | – | Sell |
-7,770
| Closed | -$201K | – | 2194 |
|
|
2023
Q2 | $201K | Sell |
7,770
-5,972
| -43% | -$154K | ﹤0.01% | 501 |
|
|
2023
Q1 | $367K | Sell |
13,742
-84,795
| -86% | -$2.26M | ﹤0.01% | 420 |
|
|
2022
Q4 | $2.59M | Sell |
98,537
-53,406
| -35% | -$1.4M | 0.03% | 157 |
|
|
2022
Q3 | $3.87M | Sell |
151,943
-6,121
| -4% | -$156K | 0.06% | 132 |
|
|
2022
Q2 | $4.33M | Sell |
158,064
-202,980
| -56% | -$5.56M | 0.06% | 142 |
|
|
2022
Q1 | $10.8M | Buy |
361,044
+2,852
| +0.8% | +$85.2K | 0.15% | 78 |
|
|
2021
Q4 | $11M | Buy |
358,192
+15,430
| +5% | +$472K | 0.16% | 67 |
|
|
2021
Q3 | $10.8M | Buy |
342,762
+130,756
| +62% | +$4.13M | 0.16% | 69 |
|
|
2021
Q2 | $6.66M | Buy |
212,006
+123,879
| +141% | +$3.89M | 0.11% | 86 |
|
|
2021
Q1 | $2.68M | Buy |
88,127
+21,786
| +33% | +$663K | 0.05% | 129 |
|
|
2020
Q4 | $2.06M | Buy |
66,341
+4,811
| +8% | +$149K | 0.05% | 119 |
|
|
2020
Q3 | $1.89M | Buy |
61,530
+7,429
| +14% | +$228K | 0.05% | 120 |
|
|
2020
Q2 | $1.66M | Buy |
54,101
+7,444
| +16% | +$228K | 0.05% | 131 |
|
|
2020
Q1 | $1.4M | Sell |
46,657
-7,830
| -14% | -$235K | 0.05% | 135 |
|
|
2019
Q4 | $1.56M | Buy |
54,487
+4,945
| +10% | +$141K | 0.05% | 134 |
|
|
2019
Q3 | $1.41M | Buy |
49,542
+27,964
| +130% | +$794K | 0.06% | 127 |
|
|
2019
Q2 | $1.22M | Buy |
21,578
+7,355
| +52% | +$414K | 0.05% | 135 |
|
|
2019
Q1 | $789K | Buy |
14,223
+5,032
| +55% | +$279K | 0.04% | 153 |
|
|
2018
Q4 | $496K | Buy |
9,191
+2,634
| +40% | +$142K | 0.03% | 148 |
|
|
2018
Q3 | $352K | Buy |
6,557
+1,565
| +31% | +$84K | 0.02% | 150 |
|
|
2018
Q2 | $277K | Buy |
+4,992
| New | +$277K | 0.02% | 152 |
|