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

CFS 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	$2.51M	Buy	98,664 +36,927	+60%	+$958K	0.17%	110
2026 Q1	$1.62M	Buy	+61,737	New	+$1.61M	0.11%	146
2024 Q3	–	Sell	-51,034	Closed	-$1.3M	–	295
2024 Q2	$1.3M	Buy	51,034 +5,734	+13%	+$145K	0.11%	120
2024 Q1	$1.16M	Buy	45,300 +7,347	+19%	+$188K	0.2%	78
2023 Q4	$970K	Buy	37,953 +1,303	+4%	+$32.6K	0.17%	80
2023 Q3	$910K	Buy	+36,650	New	+$929K	0.15%	94
2022 Q4	–	Sell	-40,782	Closed	-$1.03M	–	131
2022 Q3	$1.03M	Sell	40,782 -8,531	-17%	-$234K	0.27%	48
2022 Q2	$1.36M	Buy	+49,313	New	+$1.42M	0.21%	103
2021 Q4	$763K	Sell	24,795 -8,109	-25%	-$255K	0.1%	147
2021 Q3	$1.02M	Buy	+32,904	New	+$1.03M	0.14%	135

Other funds holding SPIP

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

CFS Investment Advisory Services increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 60% in Q2 2026, buying an estimated $958K and bringing the position to 98,664 shares worth $2.51M. The position accounts for 0.17% of the portfolio, ranked #110.

CFS Investment Advisory Services first reported a position in SPIP in Q3 2021 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

CFS Investment Advisory Services held 98,664 shares of State Street SPDR Portfolio TIPS ETF worth $2.51M as of Q2 2026.
CFS Investment Advisory Services bought 36,927 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $958K.
State Street SPDR Portfolio TIPS ETF made up 0.17% of CFS Investment Advisory Services's portfolio in Q2 2026, its #110 holding.
CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 10 quarters since.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.