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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Allen Capital Group's SPIP Position: Q2 2026 in Review

Allen Capital Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 1.7% in Q2 2026, buying an estimated $35.9K and bringing the position to 85,227 shares worth $2.19M. The position accounts for 0.18% of the portfolio, ranked #102.

Allen Capital Group first reported a position in SPIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.49M in Q1 2023. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Allen Capital Group held 85,227 shares of State Street SPDR Portfolio TIPS ETF worth $2.19M as of Q2 2026.
  • Allen Capital Group bought 1,385 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $35.9K.
  • State Street SPDR Portfolio TIPS ETF made up 0.18% of Allen Capital Group's portfolio in Q2 2026, its #102 holding.
  • Allen Capital Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2022 and has held it in 16 quarters since.
  • Allen Capital Group's State Street SPDR Portfolio TIPS ETF position peaked at $2.49M in Q1 2023.
  • 200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.