Willow Creek Wealth Management’s State Street SPDR Portfolio TIPS Index ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $19.3M | Buy |
792,541
+106,665
| +16% | +$2.67M | 1.27% | 22 |
|
|
2026
Q2 | $17.6M | Buy |
+685,876
| New | +$17.8M | 1.16% | 25 |
|
|
2025
Q3 | $16.3M | Buy |
620,526
+11,003
| +2% | +$288K | 1.34% | 21 |
|
|
2025
Q2 | $15.9M | Buy |
609,523
+6,155
| +1% | +$159K | 1.43% | 20 |
|
|
2025
Q1 | $15.9M | Buy |
603,368
+3,078
| +0.5% | +$79.4K | 1.55% | 18 |
|
|
2024
Q4 | $15.2M | Buy |
600,290
+22,981
| +4% | +$591K | 1.55% | 18 |
|
|
2024
Q3 | $15.2M | Buy |
577,309
+8,076
| +1% | +$209K | 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% | +$938K | 1.79% | 15 |
|
|
2023
Q3 | $13M | Buy |
522,255
+34,328
| +7% | +$871K | 1.93% | 13 |
|
|
2023
Q2 | $12.6M | Buy |
487,927
+2,331
| +0.5% | +$60.9K | 1.79% | 14 |
|
|
2023
Q1 | $13M | Buy |
485,596
+6,960
| +1% | +$182K | 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% | +$1.03M | 2.57% | 11 |
|
|
2022
Q2 | $13.3M | Sell |
484,211
-31,192
| -6% | -$896K | 2.47% | 10 |
|
|
2022
Q1 | $15.6M | Sell |
515,403
-4,844
| -0.9% | -$148K | 3.13% | 8 |
|
|
2021
Q4 | $16.4M | Sell |
520,247
-1,688
| -0.3% | -$53K | 3.39% | 8 |
|
|
2021
Q3 | $16.2M | Buy |
521,935
+15,601
| +3% | +$490K | 3.6% | 8 |
|
|
2021
Q2 | $15.8M | Buy |
506,334
+15,279
| +3% | +$472K | 3.76% | 6 |
|
|
2021
Q1 | $15M | Buy |
491,055
+24,592
| +5% | +$758K | 5.51% | 4 |
|
|
2020
Q4 | $14.5M | Buy |
466,463
+17,258
| +4% | +$531K | 5.47% | 4 |
|
|
2020
Q3 | $13.9M | Sell |
449,205
-7,861
| -2% | -$242K | 5.72% | 4 |
|
|
2020
Q2 | $13.8M | Buy |
457,066
+9,230
| +2% | +$275K | 6.18% | 4 |
|
|
2020
Q1 | $13M | Sell |
447,836
-20,847
| -4% | -$602K | 6.55% | 3 |
|
|
2019
Q4 | $13.4M | Buy |
468,683
+17,929
| +4% | +$511K | 6.11% | 3 |
|
|
2019
Q3 | $12.9M | Buy |
450,754
+30,212
| +7% | +$860K | 5.96% | 3 |
|
|
2019
Q2 | $11.9M | Buy |
420,542
+51,450
| +14% | +$1.43M | 5.7% | 3 |
|
|
2019
Q1 | $10.3M | Buy |
369,092
+24,536
| +7% | +$670K | 5.18% | 3 |
|
|
2018
Q4 | $9.28M | Buy |
344,556
+87,342
| +34% | +$2.35M | 4.94% | 3 |
|
|
2018
Q3 | $7M | Buy |
257,214
+5,074
| +2% | +$139K | 3.91% | 4 |
|
|
2018
Q2 | $7M | Buy |
252,140
+11,388
| +5% | +$314K | 3.94% | 4 |
|
|
2018
Q1 | $6.71M | Buy |
240,752
+50,218
| +26% | +$1.39M | 3.59% | 5 |
|
|
2017
Q4 | $5.36M | Buy |
+190,534
| New | +$5.37M | 3.53% | 4 |
|
Other funds holding SPIP
EFL
AWA
Willow Creek Wealth Management's SPIP Position: Q3 2026 in Review
Willow Creek Wealth Management increased its State Street SPDR Portfolio TIPS Index ETF (SPIP) stake by 16% in Q3 2026, buying an estimated $2.67M and bringing the position to 792,541 shares worth $19.3M. The position accounts for 1.27% of the portfolio, ranked #22.
Willow Creek Wealth Management first reported a position in SPIP in Q4 2017 and has held it in 34 quarters since. 101 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.
- Willow Creek Wealth Management held 792,541 shares of State Street SPDR Portfolio TIPS Index ETF worth $19.3M as of Q3 2026.
- Willow Creek Wealth Management bought 106,665 State Street SPDR Portfolio TIPS Index ETF shares in Q3 2026, an estimated $2.67M.
- State Street SPDR Portfolio TIPS Index ETF made up 1.27% of Willow Creek Wealth Management's portfolio in Q3 2026, its #22 holding.
- Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q4 2017 and has held it in 34 quarters since.
- 101 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2026.
Based on Willow Creek Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.