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Aptus Capital Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Aptus Capital Advisors’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 		$7.96K Hold
310
– – ﹤0.01% 1621
2026
Q1 		$8.06K Hold
310
– – ﹤0.01% 1514
2025
Q4 		$8.04K Hold
310
– – ﹤0.01% 1515
2025
Q3 		$8.16K Hold
310
– – ﹤0.01% 1445
2025
Q2 		$8.08K Hold
310
– – ﹤0.01% 1381
2025
Q1 		$8.18K Hold
310
– – ﹤0.01% 1293
2024
Q4 		$7.85K Hold
310
– – ﹤0.01% 1300
2024
Q3 		$8.15K Sell
310
-87
-22% -$2.25K ﹤0.01% 1108
2024
Q2 		$10.1K Buy
397
+87
+28% +$2.2K ﹤0.01% 1029
2024
Q1 		$7.94K Hold
310
– – ﹤0.01% 1052
2023
Q4 		$7.93K Sell
310
-48
-13% -$1.2K ﹤0.01% 814
2023
Q3 		$8.89K Buy
358
+48
+15% +$1.22K ﹤0.01% 807
2023
Q2 		$8.01K Sell
310
-30
-9% -$784 ﹤0.01% 710
2023
Q1 		$9.07K Sell
340
-4,799
-93% -$126K ﹤0.01% 688
2022
Q4 		$132K Buy
5,139
+3,696
+256% +$95.3K ﹤0.01% 511
2022
Q3 		$37K Sell
1,443
-900
-38% -$24.6K ﹤0.01% 570
2022
Q2 		$64K Sell
2,343
-6,776
-74% -$195K ﹤0.01% 451
2022
Q1 		$276K Buy
9,119
+859
+10% +$26.3K 0.01% 371
2021
Q4 		$260K Sell
8,260
-720
-8% -$22.6K 0.01% 327
2021
Q3 		$279K Hold
8,980
– – 0.01% 320
2021
Q2 		$280K Sell
8,980
-500
-5% -$15.4K 0.01% 321
2021
Q1 		$290K Sell
9,480
-1,050
-10% -$32.4K 0.01% 300
2020
Q4 		$328K Buy
10,530
+1,000
+10% +$30.7K 0.02% 265
2020
Q3 		$294K Buy
9,530
+4,530
+91% +$139K 0.02% 260
2020
Q2 		$150K Sell
5,000
-2,000
-29% -$59.5K 0.01% 272
2020
Q1 		$203K Sell
7,000
-970
-12% -$28K 0.02% 261
2019
Q4 		$227K Buy
7,970
+7,570
+1,893% +$216K 0.02% 331
2019
Q3 		$11K Buy
+400
New +$11.4K ﹤0.01% 438

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

Aptus Capital Advisors's SPIP Position: Q2 2026 in Review

Aptus Capital Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 310 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Aptus Capital Advisors first reported a position in SPIP in Q3 2019 and has held it in 28 quarters since. The position peaked at $328K in Q4 2020. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Aptus Capital Advisors held 310 shares of State Street SPDR Portfolio TIPS ETF worth $7.96K as of Q2 2026.
  • Aptus Capital Advisors left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1621 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $328K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.