Wealthcare Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wealthcare Capital Management’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$639K	Sell	24,881 -9,755	-28%	-$253K	0.06%	52
2026 Q1	$901K	Sell	34,636 -8,158	-19%	-$213K	0.09%	41
2025 Q4	$1.11M	Sell	42,794 -10,457	-20%	-$274K	0.11%	34
2025 Q3	$1.4M	Buy	53,251 +1	+0%	+$26	0.14%	29
2025 Q2	$1.39M	Hold	53,250	–	–	0.15%	27
2025 Q1	$1.4M	Buy	53,250 +6,501	+14%	+$168K	0.14%	29
2024 Q4	$1.18M	Sell	46,749 -337	-0.7%	-$8.67K	0.12%	31
2024 Q3	$1.24M	Hold	47,086	–	–	0.12%	30
2024 Q2	$1.2M	Hold	47,086	–	–	0.13%	29
2024 Q1	$1.21M	Sell	47,086 -2,506	-5%	-$64.1K	0.13%	26
2023 Q4	$1.27M	Buy	+49,592	New	+$1.24M	0.14%	29
2023 Q1	–	Sell	-25,599	Closed	-$659K	–	75
2022 Q4	$659K	Buy	25,599 +2,823	+12%	+$72.8K	0.08%	39
2022 Q3	$578K	Buy	+22,776	New	+$624K	0.07%	38

Other funds holding SPIP

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return