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First Capital Advisors Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$588 Buy
+23
New +$601 ﹤0.01% 911

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

First Capital Advisors Group's SPIP Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2023: 23 shares worth $588. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

237 funds tracked by Wall St. Rank hold SPIP as of Q2 2023.

  • First Capital Advisors Group held 23 shares of State Street SPDR Portfolio TIPS ETF worth $588 as of Q2 2023.
  • State Street SPDR Portfolio TIPS ETF was a new First Capital Advisors Group position in Q2 2023.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #911 holding.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.