Willow Creek Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
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 609,523 shares of SPIP stock, worth $16.1 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
609,523
Previous 603,368
1.02%
Holding current value
$16.1 Million
Previous $15.9 Million
0.2%
% of portfolio
1.5%
Previous 1.63%
Shares
31 transactions
Others Institutions Holding SPIP
# of Institutions
237Shares Held
28.1MCall Options Held
12.5KPut Options Held
0-
State Street Corp Boston, MA3.78MShares$100 Million0.0% of portfolio
-
Cwm, LLC3.54MShares$93.7 Million0.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.21MShares$84.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.4MShares$37.2 Million0.01% of portfolio
-
3 Edge Asset Management, LP1.28MShares$33.8 Million2.41% of portfolio