Number of Shares
193,169.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
0.93%
Total Estimate Gain
$-48,081.24
% of Total Estimate Gain
-0.61%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s SPDR Portfolio TIPS ETF Holding Summary

As of 2025-06-30, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 193,169.00 shares of SPDR Portfolio TIPS ETF(SPIP), totaling $5.03 Mil. This investment constitutes 0.93% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.52% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.

The initial trade took place in 2022Q2. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 10 purchases of SPIP, at an average price of $26.06, for a total of 304,622.00 shares. In addition, there have been 3 sales at an average price of $25.85 for 111,453.00 shares. Based on historical transaction data and SPIP's current price of $25.94, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his SPIP holdings is $-48,081.24, reflecting a -0.61% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SPIP ($25.94) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SPIP ($25.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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