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 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 $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 $2.78B AUM 23.87% 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 $20.9B AUM 19.34% 1-Year Est. Return

Addison Capital's TIPX Position: Q1 2026 in Review

Addison Capital opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 43,565 shares worth $836K. The stake represents 0.15% of the portfolio and ranks #112 among its holdings. This is a return to the name: Addison Capital previously reported a position in TIPX as recently as Q2 2024.

Addison Capital first reported a position in TIPX in Q4 2023 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Addison Capital held 43,565 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $836K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Addison Capital position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.15% of Addison Capital's portfolio in Q1 2026, its #112 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 4 quarters since.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Addison Capital's 13F filing for Q1 2026, filed 29 Apr 2026.