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	-1,075,014	Closed	-$1.07M	–	245
2022 Q3	$1.07M	Buy	1,075,014 +1,025,701	+2,080%	+$28.1M	0.25%	55
2022 Q2	$1.36M	Sell	49,313 -843,217	-94%	-$24.2M	0.21%	103
2022 Q1	$42K	Buy	892,530 +867,735	+3,500%	+$26.5M	0.18%	67
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

SIA

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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 11 quarters since. 30 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 11 quarters since.
30 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.