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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
Q3 		$7.51K Hold
308
– – ﹤0.01% 934
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Cape Investment Advisory's SPIP Position: Q3 2026 in Review

Cape Investment Advisory held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q3 2026 at 308 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Cape Investment Advisory first reported a position in SPIP in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.91K in Q2 2026. 18 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Cape Investment Advisory held 308 shares of State Street SPDR Portfolio TIPS ETF worth $7.51K as of Q3 2026.
  • Cape Investment Advisory left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #934 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's State Street SPDR Portfolio TIPS ETF position peaked at $7.91K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.