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 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	–	1153
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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return