Winch Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Winch Advisory Services’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 Q1	$51.9K	Buy	1,994 +1	+0.1%	+$26	0.01%	170
2025 Q4	$51.7K	Buy	1,993 +26	+1%	+$682	0.01%	167
2025 Q3	$51.8K	Buy	1,967 +22	+1%	+$575	0.01%	166
2025 Q2	$50.7K	Buy	1,945 +29	+2%	+$749	0.01%	161
2025 Q1	$50.5K	Buy	1,916 +2	+0.1%	+$52	0.01%	157
2024 Q4	$48.4K	Buy	1,914 +12	+0.6%	+$309	0.01%	156
2024 Q3	$50K	Buy	1,902 +14	+0.7%	+$362	0.01%	155
2024 Q2	$48K	Buy	1,888 +36	+2%	+$911	0.01%	154
2024 Q1	$47.4K	Sell	1,852 -10,990	-86%	-$281K	0.01%	154
2023 Q4	$328K	Sell	12,842 -1,528	-11%	-$38.2K	0.11%	70
2023 Q3	$357K	Sell	14,370 -893	-6%	-$22.6K	0.13%	61
2023 Q2	$394K	Sell	15,263 -1,831	-11%	-$47.9K	0.14%	60
2023 Q1	$456K	Sell	17,094 -13,009	-43%	-$341K	0.18%	54
2022 Q4	$775K	Sell	30,103 -10,695	-26%	-$276K	0.33%	41
2022 Q3	$1.03M	Buy	40,798 +1,650	+4%	+$45.2K	0.44%	36
2022 Q2	$1.08M	Buy	39,148 +2,265	+6%	+$65.1K	0.44%	36
2022 Q1	$1.12M	Buy	36,883 +617	+2%	+$18.9K	0.39%	38
2021 Q4	$1.14M	Buy	36,266 +2,762	+8%	+$86.8K	0.38%	39
2021 Q3	$1.04M	Buy	33,504 +1,976	+6%	+$62K	0.36%	41
2021 Q2	$982K	Buy	31,528 +3,159	+11%	+$97.6K	0.35%	41
2021 Q1	$867K	Buy	28,369 +2,469	+10%	+$76.1K	0.35%	43
2020 Q4	$807K	Buy	25,900 +2,200	+9%	+$67.6K	0.34%	42
2020 Q3	$732K	Buy	23,700 +7,603	+47%	+$234K	0.31%	38
2020 Q2	$485K	Buy	16,097 +108	+0.7%	+$3.21K	0.23%	45
2020 Q1	$464K	Buy	15,989 +333	+2%	+$9.62K	0.23%	41
2019 Q4	$447K	Sell	15,656 -4,881	-24%	-$139K	0.21%	55
2019 Q3	$586K	Buy	20,537 +851	+4%	+$24.2K	0.31%	41
2019 Q2	$557K	Buy	19,686 +232	+1%	+$6.47K	0.29%	40
2019 Q1	$542K	Hold	19,454	–	–	0.3%	47
2018 Q4	$524K	Sell	19,454 -2,914	-13%	-$78.3K	0.29%	44
2018 Q3	$609K	Buy	22,368 +6,564	+42%	+$180K	0.31%	51
2018 Q2	$439K	Buy	15,804 +3,408	+27%	+$94.1K	0.24%	63
2018 Q1	$346K	Buy	12,396 +6,612	+114%	+$184K	0.2%	62
2017 Q4	$163K	Buy	+5,784	New	+$163K	0.1%	64