FBB
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Fulton Breakefield Broenniman’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Fulton Breakefield Broenniman’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 		$10.9M Buy
426,017
+261,991
+160% +$6.79M 0.64% 42
2026
Q1 		$4.27M Buy
164,026
+2,226
+1% +$58.1K 0.28% 61
2025
Q4 		$4.2M Buy
161,800
+6,051
+4% +$159K 0.27% 61
2025
Q3 		$4.1M Buy
155,749
+9,949
+7% +$260K 0.26% 60
2025
Q2 		$3.8M Buy
145,800
+1,832
+1% +$47.3K 0.26% 60
2025
Q1 		$3.8M Buy
143,968
+27,393
+23% +$707K 0.27% 63
2024
Q4 		$2.95M Buy
116,575
+54,771
+89% +$1.41M 0.21% 66
2024
Q3 		$1.62M Buy
61,804
+4,532
+8% +$117K 0.11% 83
2024
Q2 		$1.46M Buy
57,272
+13,728
+32% +$348K 0.11% 81
2024
Q1 		$1.12M Buy
43,544
+18,130
+71% +$464K 0.09% 83
2023
Q4 		$650K Buy
25,414
+6,124
+32% +$153K 0.05% 96
2023
Q3 		$479K Buy
19,290
+9,532
+98% +$242K 0.04% 109
2023
Q2 		$252K Buy
+9,758
New +$255K 0.02% 156

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulton Breakefield Broenniman's SPIP Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 160% in Q2 2026, buying an estimated $6.79M and bringing the position to 426,017 shares worth $10.9M. The position accounts for 0.64% of the portfolio, ranked #42.

Fulton Breakefield Broenniman first reported a position in SPIP in Q2 2023 and has held it in 13 quarters since. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Fulton Breakefield Broenniman held 426,017 shares of State Street SPDR Portfolio TIPS ETF worth $10.9M as of Q2 2026.
  • Fulton Breakefield Broenniman bought 261,991 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $6.79M.
  • State Street SPDR Portfolio TIPS ETF made up 0.64% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #42 holding.
  • Fulton Breakefield Broenniman first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and has held it in 13 quarters since.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.