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SPIP icon

CoreCap Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

CoreCap Advisors’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 		$207K Hold
8,075
– – 0.01% 852
2026
Q1 		$210K Buy
8,075
+69
+0.9% +$1.8K 0.01% 790
2025
Q4 		$208K Sell
8,006
-569
-7% -$14.9K 0.01% 776
2025
Q3 		$226K Sell
8,575
-1,038
-11% -$27.1K 0.01% 764
2025
Q2 		$251K Sell
9,613
-215
-2% -$5.56K 0.01% 679
2025
Q1 		$259K Sell
9,828
-2,738
-22% -$70.6K 0.01% 620
2024
Q4 		$318K Sell
12,566
-682
-5% -$17.6K 0.01% 576
2024
Q3 		$348K Sell
13,248
-579
-4% -$15K 0.02% 543
2024
Q2 		$351K Buy
13,827
+3,142
+29% +$79.5K 0.04% 282
2024
Q1 		$274K Sell
10,685
-1
-0% -$26 0.01% 548
2023
Q4 		$273K Sell
10,686
-103
-1% -$2.58K 0.02% 487
2023
Q3 		$268K Sell
10,789
-8
-0.1% -$203 0.02% 446
2023
Q2 		$279K Buy
+10,797
New +$282K 0.02% 466
2022
Q4 		$403K Buy
15,626
+1,841
+13% +$47.5K 0.03% 392
2022
Q3 		$350K Sell
13,785
-914
-6% -$25K 0.03% 396
2022
Q2 		$405K Buy
14,699
+1,348
+10% +$38.7K 0.03% 364
2022
Q1 		$404K Buy
13,351
+1,937
+17% +$59.2K 0.03% 352
2021
Q4 		$360K Buy
+11,414
New +$359K 0.02% 412

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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

CoreCap Advisors's SPIP Position: Q2 2026 in Review

CoreCap Advisors held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 8,075 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #852.

CoreCap Advisors first reported a position in SPIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $405K in Q2 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • CoreCap Advisors held 8,075 shares of State Street SPDR Portfolio TIPS ETF worth $207K as of Q2 2026.
  • CoreCap Advisors 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 CoreCap Advisors's portfolio in Q2 2026, its #852 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $405K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.