Capital Analysts LLC’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Capital Analysts LLC’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	$106K	Buy	4,142 +24	+0.6%	+$622	﹤0.01%	829
2026 Q1	$107K	Hold	4,118	–	–	﹤0.01%	783
2025 Q4	$107K	Hold	4,118	–	–	﹤0.01%	753
2025 Q3	$108K	Sell	4,118 -501	-11%	-$13.1K	﹤0.01%	719
2025 Q2	$120K	Hold	4,619	–	–	﹤0.01%	626
2025 Q1	$122K	Sell	4,619 -291	-6%	-$7.51K	﹤0.01%	602
2024 Q4	$124K	Sell	4,910 -454	-8%	-$11.7K	0.01%	571
2024 Q3	$141K	Sell	5,364 -3,543	-40%	-$91.6K	0.01%	529
2024 Q2	$226K	Sell	8,907 -268	-3%	-$6.79K	0.01%	442
2024 Q1	$235K	Hold	9,175	–	–	0.01%	414
2023 Q4	$235K	Sell	9,175 -3,251	-26%	-$81.4K	0.01%	398
2023 Q3	$309K	Sell	12,426 -26,472	-68%	-$671K	0.02%	348
2023 Q2	$1M	Sell	38,898 -2,158	-5%	-$56.4K	0.06%	221
2023 Q1	$1.09M	Sell	41,056 -1,255	-3%	-$32.9K	0.06%	209
2022 Q4	$1.09M	Sell	42,311 -15,478	-27%	-$399K	0.07%	205
2022 Q3	$1.47M	Buy	57,789 +7,160	+14%	+$196K	0.1%	178
2022 Q2	$1.39M	Buy	50,629 +840	+2%	+$24.1K	0.1%	184
2022 Q1	$1.51M	Sell	49,789 -913,647	-95%	-$27.9M	0.1%	181
2021 Q4	$30.3M	Buy	963,436 +30,710	+3%	+$965K	1.84%	11
2021 Q3	$29M	Buy	932,726 +39,913	+4%	+$1.25M	1.9%	10
2021 Q2	$27.8M	Buy	892,813 +71,295	+9%	+$2.2M	1.87%	10
2021 Q1	$25.1M	Buy	821,518 +159,318	+24%	+$4.91M	1.73%	12
2020 Q4	$20.6M	Buy	662,200 +77,182	+13%	+$2.37M	1.81%	12
2020 Q3	$18.1M	Buy	585,018 +28,944	+5%	+$890K	1.72%	11
2020 Q2	$16.8M	Sell	556,074 -8,182	-1%	-$244K	1.76%	11
2020 Q1	$16.4M	Sell	564,256 -15,742	-3%	-$455K	2.01%	10
2019 Q4	$16.6M	Buy	579,998 +7,264	+1%	+$207K	1.64%	11
2019 Q3	$16.3M	Buy	572,734 +571,106	+35,080%	+$16.3M	1.73%	11
2019 Q2	$46K	Buy	1,628 +1,522	+1,436%	+$42.4K	0.01%	380
2019 Q1	$2K	Buy	+106	New	+$2.9K	﹤0.01%	613
2016 Q1	–	Sell	-1,658	Closed	-$45.3K	–	412
2015 Q4	$45.3K	Buy	+1,658	New	+$45.7K	0.01%	283

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

Capital Analysts LLC's SPIP Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.58% in Q2 2026, buying an estimated $622 and bringing the position to 4,142 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Capital Analysts LLC first reported a position in SPIP in Q4 2015 and has held it in 31 quarters since. The position peaked at $30.3M in Q4 2021. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Capital Analysts LLC held 4,142 shares of State Street SPDR Portfolio TIPS ETF worth $106K as of Q2 2026.
Capital Analysts LLC bought 24 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $622.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #829 holding.
Capital Analysts LLC first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2015 and has held it in 31 quarters since.
Capital Analysts LLC's State Street SPDR Portfolio TIPS ETF position peaked at $30.3M in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.