CA
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

PA
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KW
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
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return