Wooster Corthell Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Wooster Corthell 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 Q2	$5.03M	Sell	193,169 -103,242	-35%	-$2.67M	0.93%	24
2025 Q1	$7.82M	Sell	296,411 -6,699	-2%	-$173K	1.6%	17
2024 Q4	$7.67M	Buy	303,110 +1,370	+0.5%	+$35.3K	1.67%	15
2024 Q3	$7.93M	Buy	301,740 +8,043	+3%	+$208K	1.69%	16
2024 Q2	$7.47M	Buy	293,697 +17,841	+6%	+$452K	1.69%	16
2024 Q1	$7.07M	Buy	275,856 +11,381	+4%	+$291K	1.62%	16
2023 Q4	$6.76M	Buy	264,475 +100,886	+62%	+$2.52M	1.63%	17
2023 Q3	$4.06M	Buy	163,589 +16,972	+12%	+$430K	1.07%	19
2023 Q2	$3.79M	Buy	146,617 +20,604	+16%	+$539K	0.97%	19
2023 Q1	$3.36M	Sell	126,013 -1,512	-1%	-$39.6K	0.9%	21
2022 Q4	$3.29M	Buy	127,525 +44,932	+54%	+$1.16M	0.93%	22
2022 Q3	$2.1M	Buy	82,593 +23,258	+39%	+$637K	0.63%	23
2022 Q2	$1.63M	Buy	+59,335	New	+$1.7M	0.46%	24

Other funds holding SPIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wooster Corthell Wealth Management's SPIP Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 35% in Q2 2025, selling an estimated $2.67M and leaving 193,169 shares worth $5.03M. The position accounts for 0.93% of the portfolio, ranked #24.

Wooster Corthell Wealth Management first reported a position in SPIP in Q2 2022 and has held it in 13 quarters since. The position peaked at $7.93M in Q3 2024. 213 funds tracked by Wall St. Rank hold SPIP as of Q2 2025.

Wooster Corthell Wealth Management held 193,169 shares of State Street SPDR Portfolio TIPS ETF worth $5.03M as of Q2 2025.
Wooster Corthell Wealth Management sold 103,242 State Street SPDR Portfolio TIPS ETF shares in Q2 2025, an estimated $2.67M.
State Street SPDR Portfolio TIPS ETF made up 0.93% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #24 holding.
Wooster Corthell Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 13 quarters since.
Wooster Corthell Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $7.93M in Q3 2024.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.