WCWM
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Willow Creek Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Willow Creek Wealth 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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Willow Creek Wealth Management's SPIP Position: Q3 2025 in Review

Willow Creek Wealth Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.8% in Q3 2025, buying an estimated $288K and bringing the position to 620,526 shares worth $16.3M. The position accounts for 1.34% of the portfolio, ranked #21.

Willow Creek Wealth Management first reported a position in SPIP in Q4 2017 and has held it in 32 quarters since. The position peaked at $16.4M in Q4 2021. 209 funds tracked by Wall St. Rank hold SPIP as of Q3 2025.

  • Willow Creek Wealth Management held 620,526 shares of State Street SPDR Portfolio TIPS ETF worth $16.3M as of Q3 2025.
  • Willow Creek Wealth Management bought 11,003 State Street SPDR Portfolio TIPS ETF shares in Q3 2025, an estimated $288K.
  • State Street SPDR Portfolio TIPS ETF made up 1.34% of Willow Creek Wealth Management's portfolio in Q3 2025, its #21 holding.
  • Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and has held it in 32 quarters since.
  • Willow Creek Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $16.4M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.