17 Capital Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

17 Capital Partners’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$527K	Buy	+27,468	New	+$527K	0.27%	119
2025 Q2	–	Sell	-36,496	Closed	-$700K	–	151
2025 Q1	$700K	Buy	36,496 +6,287	+21%	+$118K	0.45%	74
2024 Q4	$559K	Buy	30,209 +4,758	+19%	+$88.9K	0.35%	87
2024 Q3	$482K	Buy	25,451 +2,889	+13%	+$54K	0.31%	93
2024 Q2	$417K	Buy	22,562 +351	+2%	+$6.46K	0.3%	92
2024 Q1	$414K	Buy	+22,211	New	+$412K	0.31%	83

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

PRP

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

17 Capital Partners's TIPX Position: Q1 2026 in Review

17 Capital Partners opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 27,468 shares worth $527K. The stake represents 0.27% of the portfolio and ranks #119 among its holdings. This is a return to the name: 17 Capital Partners previously reported a position in TIPX as recently as Q1 2025.

17 Capital Partners first reported a position in TIPX in Q1 2024 and has held it in 6 quarters since. The position peaked at $700K in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

17 Capital Partners held 27,468 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $527K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new 17 Capital Partners position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.27% of 17 Capital Partners's portfolio in Q1 2026, its #119 holding.
17 Capital Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and has held it in 6 quarters since.
17 Capital Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $700K in Q1 2025.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.