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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
Q3 		$186K Sell
7,629
-446
-6% -$11.2K 0.01% 869
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CoreCap Advisors's SPIP Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 5.5% in Q3 2026, selling an estimated $11.2K and leaving 7,629 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #869.

CoreCap Advisors first reported a position in SPIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $405K in Q2 2022. 18 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • CoreCap Advisors held 7,629 shares of State Street SPDR Portfolio TIPS ETF worth $186K as of Q3 2026.
  • CoreCap Advisors sold 446 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $11.2K.
  • State Street SPDR Portfolio TIPS ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #869 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $405K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.