Allen Capital Group
SPIP icon

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
Q3 		$3.23M Buy
132,439
+47,212
+55% +$1.18M 0.26% 87
2026
Q2 		$2.19M Buy
85,227
+1,385
+2% +$35.9K 0.18% 102
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

Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Allen Capital Group's SPIP Position: Q3 2026 in Review

Allen Capital Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 55% in Q3 2026, buying an estimated $1.18M and bringing the position to 132,439 shares worth $3.23M. The position accounts for 0.26% of the portfolio, ranked #87.

Allen Capital Group first reported a position in SPIP in Q2 2022 and has held it in 17 quarters since. 61 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Allen Capital Group held 132,439 shares of State Street SPDR Portfolio TIPS ETF worth $3.23M as of Q3 2026.
  • Allen Capital Group bought 47,212 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $1.18M.
  • State Street SPDR Portfolio TIPS ETF made up 0.26% of Allen Capital Group's portfolio in Q3 2026, its #87 holding.
  • Allen Capital Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 17 quarters since.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.