A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 559,721 shares of SPIP stock, worth $14.4 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
559,721
Previous 522,255 7.17%
Holding current value
$14.4 Million
Previous $13 Million 10.33%
% of portfolio
1.83%
Previous 1.96%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024

BUY
$24.42 - $25.87 $914,919 - $969,245
37,466 Added 7.17%
559,721 $14.3 Million
Q3 2023

Nov 20, 2023

BUY
$24.77 - $25.83 $850,304 - $886,692
34,328 Added 7.04%
522,255 $13 Million
Q2 2023

Aug 28, 2023

BUY
$25.7 - $26.69 $59,906 - $62,214
2,331 Added 0.48%
487,927 $12.6 Million
Q1 2023

Apr 24, 2023

BUY
$25.69 - $26.67 $178,802 - $185,623
6,960 Added 1.45%
485,596 $13 Million
Q4 2022

Mar 01, 2023

SELL
$25.28 - $26.67 $1.09 Million - $1.15 Million
-43,089 Reduced 8.26%
478,636 $12.3 Million
Q3 2022

Oct 31, 2022

BUY
$25.36 - $28.61 $951,355 - $1.07 Million
37,514 Added 7.75%
521,725 $13.2 Million
Q2 2022

Aug 16, 2022

SELL
$27.4 - $29.93 $854,660 - $933,576
-31,192 Reduced 6.05%
484,211 $13.3 Million
Q1 2022

May 02, 2022

SELL
$29.85 - $31.38 $144,593 - $152,004
-4,844 Reduced 0.93%
515,403 $15.6 Million
Q4 2021

Mar 24, 2022

SELL
$31.08 - $31.92 $52,463 - $53,880
-1,688 Reduced 0.32%
520,247 $16.4 Million
Q3 2021

Nov 15, 2021

BUY
$30.98 - $31.82 $483,318 - $496,423
15,601 Added 3.08%
521,935 $16.2 Million
Q2 2021

Nov 16, 2021

BUY
$30.43 - $31.14 $464,939 - $475,788
15,279 Added 3.11%
506,334 $15.8 Million
Q1 2021

May 17, 2021

BUY
$30.22 - $31.24 $743,170 - $768,254
24,592 Added 5.27%
491,055 $15 Million
Q4 2020

Feb 23, 2021

BUY
$30.37 - $31.17 $524,125 - $537,931
17,258 Added 3.84%
466,463 $14.5 Million
Q3 2020

Nov 12, 2020

SELL
$30.15 - $31.13 $237,009 - $244,712
-7,861 Reduced 1.72%
449,205 $13.9 Million
Q2 2020

Aug 11, 2020

BUY
$29.06 - $30.16 $268,223 - $278,376
9,230 Added 2.06%
457,066 $13.8 Million
Q1 2020

May 07, 2020

SELL
$26.89 - $30.1 $560,575 - $627,494
-20,847 Reduced 4.45%
447,836 $13 Million
Q4 2019

Feb 03, 2020

BUY
$28.27 - $28.74 $506,852 - $515,279
17,929 Added 3.98%
468,683 $13.4 Million
Q3 2019

Oct 15, 2019

BUY
$28.24 - $28.68 $6.79 Million - $6.9 Million
240,483 Added 114.37%
450,754 $12.9 Million
Q2 2019

Jul 22, 2019

BUY
N/A
25,725 Added 13.94%
210,271 $11.9 Million
Q1 2019

Apr 25, 2019

BUY
N/A
12,268 Added 7.12%
184,546 $10.3 Million
Q4 2018

Jan 31, 2019

BUY
N/A
43,671 Added 33.96%
172,278 $9.28 Million
Q3 2018

Oct 16, 2018

BUY
N/A
2,537 Added 2.01%
128,607 $7.01 Million
Q2 2018

Jul 17, 2018

BUY
N/A
5,694 Added 4.73%
126,070 $7 Million
Q1 2018

Apr 26, 2018

BUY
N/A
25,109 Added 26.36%
120,376 $6.71 Million
Q4 2017

Feb 02, 2018

BUY
N/A
95,267
95,267 $5.36 Million

Others Institutions Holding SPIP

About SPDR SER TR SPDR PORTFOLIO TIP


  • Ticker SPIP
  • Sector ETFs
  • Industry ETFs
More about SPIP
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.