WCWM
Willow Creek Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
609,523
+6,155
| +1% | +$160K | 1.43% | 20 |
|
|
2025
Q1 | $15.9M | Buy |
603,368
+3,078
| +0.5% | +$81.2K | 1.55% | 18 |
|
|
2024
Q4 | $15.2M | Buy |
600,290
+22,981
| +4% | +$582K | 1.55% | 18 |
|
|
2024
Q3 | $15.2M | Buy |
577,309
+8,076
| +1% | +$212K | 1.59% | 18 |
|
|
2024
Q2 | $14.5M | Buy |
569,233
+5,170
| +0.9% | +$131K | 1.65% | 17 |
|
|
2024
Q1 | $14.5M | Buy |
564,063
+4,342
| +0.8% | +$111K | 1.69% | 16 |
|
|
2023
Q4 | $14.3M | Buy |
559,721
+37,466
| +7% | +$958K | 1.79% | 15 |
|
|
2023
Q3 | $13M | Buy |
522,255
+34,328
| +7% | +$853K | 1.93% | 13 |
|
|
2023
Q2 | $12.6M | Buy |
487,927
+2,331
| +0.5% | +$60.2K | 1.79% | 14 |
|
|
2023
Q1 | $13M | Buy |
485,596
+6,960
| +1% | +$186K | 2% | 13 |
|
|
2022
Q4 | $12.3M | Sell |
478,636
-43,089
| -8% | -$1.11M | 2.05% | 13 |
|
|
2022
Q3 | $13.2M | Buy |
521,725
+37,514
| +8% | +$951K | 2.57% | 11 |
|
|
2022
Q2 | $13.3M | Sell |
484,211
-31,192
| -6% | -$858K | 2.47% | 10 |
|
|
2022
Q1 | $15.6M | Sell |
515,403
-4,844
| -0.9% | -$147K | 3.13% | 8 |
|
|
2021
Q4 | $16.4M | Sell |
520,247
-1,688
| -0.3% | -$53.2K | 3.39% | 8 |
|
|
2021
Q3 | $16.2M | Buy |
521,935
+15,601
| +3% | +$485K | 3.6% | 8 |
|
|
2021
Q2 | $15.8M | Buy |
506,334
+15,279
| +3% | +$476K | 3.76% | 6 |
|
|
2021
Q1 | $15M | Buy |
491,055
+24,592
| +5% | +$751K | 5.51% | 4 |
|
|
2020
Q4 | $14.5M | Buy |
466,463
+17,258
| +4% | +$538K | 5.47% | 4 |
|
|
2020
Q3 | $13.9M | Sell |
449,205
-7,861
| -2% | -$243K | 5.72% | 4 |
|
|
2020
Q2 | $13.8M | Buy |
457,066
+9,230
| +2% | +$278K | 6.18% | 4 |
|
|
2020
Q1 | $13M | Sell |
447,836
-20,847
| -4% | -$605K | 6.55% | 3 |
|
|
2019
Q4 | $13.4M | Buy |
468,683
+17,929
| +4% | +$512K | 6.11% | 3 |
|
|
2019
Q3 | $12.9M | Buy |
450,754
+240,483
| +114% | +$6.86M | 5.96% | 3 |
|
|
2019
Q2 | $11.9M | Buy |
210,271
+25,725
| +14% | +$1.46M | 5.7% | 3 |
|
|
2019
Q1 | $10.3M | Buy |
184,546
+12,268
| +7% | +$683K | 5.18% | 3 |
|
|
2018
Q4 | $9.28M | Buy |
172,278
+43,671
| +34% | +$2.35M | 4.94% | 3 |
|
|
2018
Q3 | $7.01M | Buy |
128,607
+2,537
| +2% | +$138K | 3.91% | 4 |
|
|
2018
Q2 | $7M | Buy |
126,070
+5,694
| +5% | +$316K | 3.94% | 4 |
|
|
2018
Q1 | $6.71M | Buy |
120,376
+25,109
| +26% | +$1.4M | 3.59% | 5 |
|
|
2017
Q4 | $5.36M | Buy |
+95,267
| New | +$5.36M | 3.53% | 4 |
|