JCM
SPIP icon

Jacobi Capital Management’s State Street SPDR Portfolio TIPS 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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacobi Capital Management's SPIP Position: Q1 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 14% in Q1 2026, buying an estimated $213K and bringing the position to 67,620 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #194.

Jacobi Capital Management first reported a position in SPIP in Q3 2020 and has held it in 23 quarters since. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Jacobi Capital Management held 67,620 shares of State Street SPDR Portfolio TIPS ETF worth $1.76M as of Q1 2026.
  • Jacobi Capital Management bought 8,137 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $213K.
  • State Street SPDR Portfolio TIPS ETF made up 0.1% of Jacobi Capital Management's portfolio in Q1 2026, its #194 holding.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 23 quarters since.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.