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Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$24.6K Buy
958
+6
+0.6% +$156 ﹤0.01% 81
2026
Q1 		$24.8K Buy
952
+18
+2% +$470 ﹤0.01% 86
2025
Q4 		$24.2K Sell
934
-4
-0.4% -$105 ﹤0.01% 78
2025
Q3 		$24.7K Sell
938
-1,121
-54% -$29.3K ﹤0.01% 77
2025
Q2 		$53.7K Buy
+2,059
New +$53.2K ﹤0.01% 49
2024
Q1 		– Sell
-2,099
Closed -$53.7K – 62
2023
Q4 		$53.7K Sell
2,099
-3
-0.1% -$75 ﹤0.01% 37
2023
Q3 		$52.2K Sell
2,102
-3
-0.1% -$76 ﹤0.01% 31
2023
Q2 		$54.4K Sell
2,105
-5
-0.2% -$131 ﹤0.01% 31
2023
Q1 		$56.3K Buy
2,110
+55
+3% +$1.44K ﹤0.01% 33
2022
Q4 		$52.9K Sell
2,055
-122
-6% -$3.15K ﹤0.01% 36
2022
Q3 		$55K Sell
2,177
-3
-0.1% -$82 ﹤0.01% 37
2022
Q2 		$60K Buy
2,180
+8
+0.4% +$230 ﹤0.01% 37
2022
Q1 		$66K Sell
2,172
-2
-0.1% -$61 ﹤0.01% 38
2021
Q4 		$68K Sell
2,174
-7
-0.3% -$220 ﹤0.01% 35
2021
Q3 		$68K Buy
+2,181
New +$68.5K ﹤0.01% 33
2021
Q2 		– Sell
-2,387
Closed -$73K – 56
2021
Q1 		$73K Sell
2,387
-144
-6% -$4.44K ﹤0.01% 28
2020
Q4 		$79K Sell
2,531
-3
-0.1% -$92 ﹤0.01% 28
2020
Q3 		$78K Hold
2,534
– – ﹤0.01% 28
2020
Q2 		$76K Sell
2,534
-600
-19% -$17.9K ﹤0.01% 28
2020
Q1 		$91K Buy
3,134
+66
+2% +$1.91K ﹤0.01% 25
2019
Q4 		$88K Buy
3,068
+146
+5% +$4.16K ﹤0.01% 28
2019
Q3 		$83K Sell
2,922
-516
-15% -$14.7K ﹤0.01% 27
2019
Q2 		$97K Sell
3,438
-370
-10% -$10.3K ﹤0.01% 30
2019
Q1 		$106K Sell
3,808
-436
-10% -$11.9K ﹤0.01% 25
2018
Q4 		$114K Sell
4,244
-454
-10% -$12.2K 0.01% 23
2018
Q3 		$128K Sell
4,698
-1,200
-20% -$33K 0.01% 24
2018
Q2 		$164K Sell
5,898
-218
-4% -$6.02K 0.01% 28
2018
Q1 		$171K Sell
6,116
-208
-3% -$5.77K 0.01% 21
2017
Q4 		$178K Sell
6,324
-9,512
-60% -$268K 0.01% 23
2017
Q3 		$446K Sell
15,836
-428
-3% -$12.1K 0.02% 22
2017
Q2 		$457K Sell
16,264
-474
-3% -$13.4K 0.02% 21
2017
Q1 		$477K Sell
16,738
-572
-3% -$16.2K 0.02% 22
2016
Q4 		$486K Sell
17,310
-324
-2% -$9.22K 0.03% 22
2016
Q3 		$513K Sell
17,634
-920
-5% -$26.7K 0.03% 23
2016
Q2 		$539K Sell
18,554
-448
-2% -$12.8K 0.03% 18
2016
Q1 		$544K Sell
19,002
-3,174
-14% -$88.4K 0.04% 20
2015
Q4 		$606K Sell
22,176
-632
-3% -$17.4K 0.04% 12
2015
Q3 		$630K Sell
22,808
-1,462
-6% -$40.6K 0.04% 12
2015
Q2 		$676K Sell
24,270
-1,230
-5% -$34.6K 0.05% 24
2015
Q1 		$723K Sell
25,500
-1,778
-7% -$50.3K 0.07% 23
2014
Q4 		$764K Sell
27,278
-942
-3% -$26.5K 0.09% 24
2014
Q3 		$787K Buy
28,220
+32
+0.1% +$910 0.12% 23
2014
Q2 		$808K Sell
28,188
-878
-3% -$24.8K 0.15% 24
2014
Q1 		$808K Sell
29,066
-1,170
-4% -$32.5K 0.19% 24
2013
Q4 		$823K Buy
+30,236
New +$837K 0.25% 25

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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

Beacon Capital Management Inc (Ohio)'s SPIP Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.63% in Q2 2026, buying an estimated $156 and bringing the position to 958 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #81.

Beacon Capital Management Inc (Ohio) first reported a position in SPIP in Q4 2013 and has held it in 45 quarters since. The position peaked at $823K in Q4 2013. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 958 shares of State Street SPDR Portfolio TIPS ETF worth $24.6K as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) bought 6 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $156.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #81 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2013 and has held it in 45 quarters since.
  • Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio TIPS ETF position peaked at $823K in Q4 2013.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.