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Allen Capital Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Allen Capital Group’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
2026
Q1 		$2.18M Sell
83,842
-5,916
-7% -$155K 0.2% 96
2025
Q4 		$2.33M Buy
89,758
+2,250
+3% +$59K 0.21% 90
2025
Q3 		$2.3M Buy
87,508
+434
+0.5% +$11.3K 0.22% 89
2025
Q2 		$2.27M Buy
87,074
+43
+0% +$1.11K 0.23% 87
2025
Q1 		$2.3M Sell
87,031
-4,488
-5% -$116K 0.26% 81
2024
Q4 		$2.32M Buy
91,519
+1,378
+2% +$35.5K 0.28% 73
2024
Q3 		$2.37M Sell
90,141
-1,335
-1% -$34.5K 0.29% 67
2024
Q2 		$2.33M Sell
91,476
-1,598
-2% -$40.5K 0.32% 67
2024
Q1 		$2.38M Buy
93,074
+4,203
+5% +$107K 0.34% 66
2023
Q4 		$2.27M Buy
88,871
+1,960
+2% +$49K 0.36% 62
2023
Q3 		$2.14M Sell
86,911
-5,254
-6% -$133K 0.38% 60
2023
Q2 		$2.38M Sell
92,165
-1,202
-1% -$31.4K 0.41% 56
2023
Q1 		$2.49M Buy
+93,367
New +$2.44M 0.45% 54
2022
Q4 		– Sell
-22,569
Closed -$572K – 154
2022
Q3 		$572K Sell
22,569
-61,651
-73% -$1.69M 0.13% 99
2022
Q2 		$2.32M Buy
+84,220
New +$2.42M 0.47% 45

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allen Capital Group's SPIP Position: Q1 2026 in Review

Allen Capital Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 6.6% in Q1 2026, selling an estimated $155K and leaving 83,842 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #96.

Allen Capital Group first reported a position in SPIP in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.49M in Q1 2023. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Allen Capital Group held 83,842 shares of State Street SPDR Portfolio TIPS ETF worth $2.18M as of Q1 2026.
  • Allen Capital Group sold 5,916 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $155K.
  • State Street SPDR Portfolio TIPS ETF made up 0.2% of Allen Capital Group's portfolio in Q1 2026, its #96 holding.
  • Allen Capital Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 15 quarters since.
  • Allen Capital Group's State Street SPDR Portfolio TIPS ETF position peaked at $2.49M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.