Collaborative Wealth Managment Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 13,071 shares of SPIP stock, worth $342,198. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,071
Previous 14,663 10.86%
Holding current value
$342,198
Previous $382,000 9.95%
% of portfolio
0.14%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$25.83 - $26.47 $41,121 - $42,140
-1,592 Reduced 10.86%
13,071 $344,000
Q2 2025

Aug 08, 2025
SELL
$25.57 - $26.34 $95,913 - $98,801
-3,751 Reduced 20.37%
14,663 $382,000
Q1 2025

May 08, 2025
SELL
$25.21 - $26.38 $156,907 - $164,189
-6,224 Reduced 25.26%
18,414 $485,000
Q4 2024

Feb 10, 2025
SELL
$25.25 - $26.34 $87,213 - $90,978
-3,454 Reduced 12.3%
24,638 $623,000
Q3 2024

Nov 12, 2024
SELL
$25.19 - $26.39 $214,417 - $224,631
-8,512 Reduced 23.25%
28,092 $738,000
Q2 2024

Aug 09, 2024
SELL
$25.0 - $25.54 $3.58 Million - $3.66 Million
-143,280 Reduced 79.65%
36,604 $930,000
Q1 2024

May 10, 2024
SELL
$25.3 - $25.89 $112,407 - $115,029
-4,443 Reduced 2.41%
179,884 $4.61 Million
Q4 2023

Feb 07, 2024
SELL
$24.42 - $25.87 $75,238 - $79,705
-3,081 Reduced 1.64%
184,327 $4.71 Million
Q3 2023

Nov 09, 2023
SELL
$24.77 - $25.83 $35,792 - $37,324
-1,445 Reduced 0.77%
187,408 $4.66 Million
Q2 2023

Aug 07, 2023
BUY
$25.7 - $26.69 $543,220 - $564,146
21,137 Added 12.6%
188,853 $4.88 Million
Q1 2023

May 08, 2023
BUY
$25.69 - $26.67 $1.21 Million - $1.26 Million
47,204 Added 39.17%
167,716 $4.47 Million
Q4 2022

Feb 10, 2023
BUY
$25.28 - $26.67 $101,120 - $106,680
4,000 Added 3.43%
120,512 $3.1 Million
Q3 2022

Nov 14, 2022
BUY
$25.36 - $28.61 $141,990 - $160,187
5,599 Added 5.05%
116,512 $2.96 Million
Q2 2022

Aug 15, 2022
BUY
$27.4 - $29.93 $254,299 - $277,780
9,281 Added 9.13%
110,913 $3.05 Million
Q4 2021

Feb 11, 2022
SELL
$31.08 - $31.92 $115,524 - $118,646
-3,717 Reduced 3.53%
101,632 $3.2 Million
Q1 2021

May 12, 2022
BUY
$30.22 - $31.24 $3.18 Million - $3.29 Million
105,349 New
105,349 $3.19 Million

Others Institutions Holding SPIP

# of Institutions
239
Shares Held
28.5M
Call Options Held
12.5K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

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