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

Capital Investment Advisory Services’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	$4.37K	Hold	170	–	–	﹤0.01%	1221
2026 Q1	$4.42K	Sell	170 -376	-69%	-$9.82K	﹤0.01%	1124
2025 Q4	$14.2K	Hold	546	–	–	﹤0.01%	986
2025 Q3	$14.4K	Buy	546 +376	+221%	+$9.83K	﹤0.01%	936
2025 Q2	$4.43K	Sell	170 -74	-30%	-$1.91K	﹤0.01%	992
2025 Q1	$6.44K	Buy	244 +170	+230%	+$4.39K	﹤0.01%	907
2024 Q4	$1.87K	Buy	+74	New	+$1.9K	﹤0.01%	895
2022 Q2	–	Sell	-30	Closed	-$1K	–	870
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	829
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	807
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	753
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	774
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	721
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	699
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	622
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	567
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	560
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	544
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1346
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	1360
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1174
2018 Q4	$1K	Buy	+30	New	+$806	﹤0.01%	1153

Other funds holding SPIP

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Capital Investment Advisory Services's SPIP Position: Q2 2026 in Review

Capital Investment Advisory Services held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 170 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Capital Investment Advisory Services first reported a position in SPIP in Q4 2018 and has held it in 21 quarters since. The position peaked at $14.4K in Q3 2025. 56 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Capital Investment Advisory Services held 170 shares of State Street SPDR Portfolio TIPS ETF worth $4.37K as of Q2 2026.
Capital Investment Advisory Services left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1221 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and has held it in 21 quarters since.
Capital Investment Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $14.4K in Q3 2025.
56 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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