Wealthcare Advisory Partners’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
Q2 | $1.13M | Buy |
43,891
+3,638
| +9% | +$94.3K | 0.02% | 488 |
|
|
2026
Q1 | $1.05M | Sell |
40,253
-59,626
| -60% | -$1.56M | 0.02% | 507 |
|
|
2025
Q4 | $2.59M | Sell |
99,879
-223
| -0.2% | -$5.85K | 0.05% | 297 |
|
|
2025
Q3 | $2.63M | Buy |
100,102
+751
| +0.8% | +$19.6K | 0.05% | 284 |
|
|
2025
Q2 | $2.59M | Sell |
99,351
-119
| -0.1% | -$3.08K | 0.06% | 277 |
|
|
2025
Q1 | $2.62M | Buy |
99,470
+773
| +0.8% | +$19.9K | 0.07% | 238 |
|
|
2024
Q4 | $2.5M | Sell |
98,697
-213
| -0.2% | -$5.48K | 0.07% | 230 |
|
|
2024
Q3 | $2.6M | Sell |
98,910
-152
| -0.2% | -$3.93K | 0.07% | 227 |
|
|
2024
Q2 | $2.52M | Buy |
99,062
+1,073
| +1% | +$27.2K | 0.08% | 209 |
|
|
2024
Q1 | $2.51M | Sell |
97,989
-402
| -0.4% | -$10.3K | 0.08% | 202 |
|
|
2023
Q4 | $2.52M | Buy |
98,391
+76,720
| +354% | +$1.92M | 0.1% | 168 |
|
|
2023
Q3 | $538K | Buy |
21,671
+12,163
| +128% | +$308K | 0.02% | 414 |
|
|
2023
Q2 | $246K | Sell |
9,508
-4,356
| -31% | -$114K | 0.01% | 623 |
|
|
2023
Q1 | $370K | Sell |
13,864
-67,146
| -83% | -$1.76M | 0.02% | 530 |
|
|
2022
Q4 | $2.09M | Sell |
81,010
-268,890
| -77% | -$6.94M | 0.1% | 155 |
|
|
2022
Q3 | $8.87M | Buy |
+349,900
| New | +$9.58M | 0.51% | 42 |
|
|
2022
Q2 | – | Sell |
-7,667
| Closed | -$232K | – | 613 |
|
|
2022
Q1 | $232K | Sell |
7,667
-4,575
| -37% | -$140K | 0.01% | 482 |
|
|
2021
Q4 | $386K | Sell |
12,242
-127
| -1% | -$3.99K | 0.02% | 381 |
|
|
2021
Q3 | $385K | Sell |
12,369
-9,465
| -43% | -$297K | 0.03% | 363 |
|
|
2021
Q2 | $680K | Sell |
21,834
-106
| -0.5% | -$3.27K | 0.05% | 256 |
|
|
2021
Q1 | $670K | Sell |
21,940
-48,790
| -69% | -$1.5M | 0.05% | 239 |
|
|
2020
Q4 | $2.21M | Buy |
70,730
+29,730
| +73% | +$914K | 0.2% | 71 |
|
|
2020
Q3 | $1.27M | Buy |
+41,000
| New | +$1.26M | 0.14% | 91 |
|
Other funds holding SPIP
PA
SWM
CST
CSB
WCM
KW
SSWM
PRTG
KBFS
CI