Cape Investment Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cape Investment Advisory’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	$7.91K	Buy	+308	New	+$7.99K	﹤0.01%	919
2026 Q1	–	Sell	-251	Closed	-$6.51K	–	1059
2025 Q4	$6.51K	Buy	+251	New	+$6.58K	﹤0.01%	851
2025 Q3	–	Sell	-234	Closed	-$6.1K	–	1152
2025 Q2	$6.1K	Buy	234 +1	+0.4%	+$26	﹤0.01%	719
2025 Q1	$6.15K	Buy	233 +2	+0.9%	+$52	﹤0.01%	704
2024 Q4	$5.85K	Sell	231 -7	-3%	-$180	﹤0.01%	701
2024 Q3	$6.25K	Sell	238 -6	-2%	-$155	﹤0.01%	659
2024 Q2	$6.2K	Buy	244 +54	+28%	+$1.37K	﹤0.01%	613
2024 Q1	$4.87K	Sell	190 -34	-15%	-$870	﹤0.01%	652
2023 Q4	$5.73K	Hold	224	–	–	﹤0.01%	759
2023 Q3	$5.56K	Buy	224 +19	+9%	+$482	﹤0.01%	650
2023 Q2	$5.3K	Buy	+205	New	+$5.36K	﹤0.01%	646

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Cape Investment Advisory's SPIP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 308 shares worth $7.91K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPIP as recently as Q4 2025.

Cape Investment Advisory first reported a position in SPIP in Q2 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Cape Investment Advisory held 308 shares of State Street SPDR Portfolio TIPS ETF worth $7.91K as of Q2 2026.
State Street SPDR Portfolio TIPS ETF was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #919 holding.
Cape Investment Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and has held it in 11 quarters since.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.