Jacobi Capital Management
SPIP icon

Jacobi Capital Management’s State Street SPDR Portfolio TIPS Index ETF SPIP Stock Holding History

Jacobi Capital Management’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 		$2M Buy
82,227
+3,301
+4% +$82.7K 0.09% 190
2026
Q2 		$2.03M Buy
78,926
+11,306
+17% +$293K 0.1% 183
2026
Q1 		$1.76M Buy
67,620
+8,137
+14% +$213K 0.1% 194
2025
Q4 		$1.54M Buy
59,483
+3,257
+6% +$85.4K 0.09% 215
2025
Q3 		$1.48M Buy
56,226
+9,321
+20% +$244K 0.09% 222
2025
Q2 		$1.22M Buy
46,905
+6,110
+15% +$158K 0.08% 243
2025
Q1 		$1.08M Buy
40,795
+880
+2% +$22.7K 0.08% 239
2024
Q4 		$1.01M Buy
39,915
+5,364
+16% +$138K 0.08% 246
2024
Q3 		$908K Buy
34,551
+5,684
+20% +$147K 0.07% 269
2024
Q2 		$734K Buy
28,867
+1,267
+5% +$32.1K 0.06% 265
2024
Q1 		$707K Buy
27,600
+8,637
+46% +$221K 0.07% 254
2023
Q4 		$485K Buy
18,963
+1,468
+8% +$36.7K 0.05% 296
2023
Q3 		$435K Buy
17,495
+481
+3% +$12.2K 0.05% 296
2023
Q2 		$440K Buy
17,014
+359
+2% +$9.38K 0.05% 295
2023
Q1 		$444K Buy
16,655
+3,088
+23% +$80.8K 0.05% 287
2022
Q4 		$349K Sell
13,567
-1,967
-13% -$50.7K 0.04% 315
2022
Q3 		$394K Buy
15,534
+543
+4% +$14.9K 0.05% 282
2022
Q2 		$413K Buy
14,991
+548
+4% +$15.7K 0.05% 284
2022
Q1 		$437K Sell
14,443
-2,228
-13% -$68.1K 0.05% 290
2021
Q4 		$525K Sell
16,671
-3,145
-16% -$98.8K 0.06% 265
2021
Q3 		$616K Buy
19,816
+3,889
+24% +$122K 0.08% 217
2021
Q2 		$496K Buy
15,927
+1,443
+10% +$44.6K 0.07% 234
2021
Q1 		$442K Buy
14,484
+246
+2% +$7.58K 0.07% 239
2020
Q4 		$444K Buy
14,238
+7,429
+109% +$228K 0.07% 224
2020
Q3 		$210K Buy
+6,809
New +$209K 0.04% 294

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Jacobi Capital Management's SPIP Position: Q3 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio TIPS Index ETF (SPIP) stake by 4.2% in Q3 2026, buying an estimated $82.7K and bringing the position to 82,227 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #190.

Jacobi Capital Management first reported a position in SPIP in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.03M in Q2 2026. 158 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

  • Jacobi Capital Management held 82,227 shares of State Street SPDR Portfolio TIPS Index ETF worth $2M as of Q3 2026.
  • Jacobi Capital Management bought 3,301 State Street SPDR Portfolio TIPS Index ETF shares in Q3 2026, an estimated $82.7K.
  • State Street SPDR Portfolio TIPS Index ETF made up 0.09% of Jacobi Capital Management's portfolio in Q3 2026, its #190 holding.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q3 2020 and has held it in 25 quarters since.
  • Jacobi Capital Management's State Street SPDR Portfolio TIPS Index ETF position peaked at $2.03M in Q2 2026.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.