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

Addison Capital’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 Q2	$866K	Buy	45,773 +2,208	+5%	+$42.2K	0.14%	111
2026 Q1	$836K	Buy	+43,565	New	+$836K	0.15%	112
2024 Q3	–	Sell	-17,000	Closed	-$314K	–	145
2024 Q2	$314K	Buy	17,000 +1,065	+7%	+$19.6K	0.14%	111
2024 Q1	$297K	Buy	15,935 +4,631	+41%	+$85.8K	0.15%	106
2023 Q4	$210K	Buy	+11,304	New	+$206K	0.13%	101

Other funds holding TIPX

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Addison Capital's TIPX Position: Q2 2026 in Review

Addison Capital increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.1% in Q2 2026, buying an estimated $42.2K and bringing the position to 45,773 shares worth $866K. The position accounts for 0.14% of the portfolio, ranked #111.

Addison Capital first reported a position in TIPX in Q4 2023 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Addison Capital held 45,773 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $866K as of Q2 2026.
Addison Capital bought 2,208 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $42.2K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.14% of Addison Capital's portfolio in Q2 2026, its #111 holding.
Addison Capital first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 5 quarters since.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Addison Capital's 13F filing for Q2 2026, filed 4 Aug 2026.