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

MAI 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 Q2	–	Sell	-66	Closed	-$1.72K	–	4358
2026 Q1	$1.72K	Sell	66 -86	-57%	-$2.25K	﹤0.01%	3981
2025 Q4	$3.95K	Buy	152 +86	+130%	+$2.25K	﹤0.01%	3198
2025 Q3	$1.74K	Hold	66	–	–	﹤0.01%	3343
2025 Q2	$1.72K	Hold	66	–	–	﹤0.01%	3461
2025 Q1	$1.74K	Hold	66	–	–	﹤0.01%	2999
2024 Q4	$1.67K	Buy	+66	New	+$1.7K	﹤0.01%	3064

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

MAI Capital Management's SPIP Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 66 shares — an estimated $1.72K sold.

MAI Capital Management first reported a position in SPIP in Q4 2024 and held it in 6 quarters. The position peaked at $3.95K in Q4 2025. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

MAI Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 66 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $1.72K.
MAI Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $3.95K in Q4 2025.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.