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

Aptus Capital Advisors’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	$6.72K	Hold	355	–	–	﹤0.01%	1644
2026 Q1	$6.81K	Hold	355	–	–	﹤0.01%	1535
2025 Q4	$6.77K	Hold	355	–	–	﹤0.01%	1528
2025 Q3	$6.85K	Hold	355	–	–	﹤0.01%	1465
2025 Q2	$6.79K	Hold	355	–	–	﹤0.01%	1400
2025 Q1	$6.81K	Hold	355	–	–	﹤0.01%	1313
2024 Q4	$6.56K	Sell	355 -172	-33%	-$3.21K	﹤0.01%	1315
2024 Q3	$9.99K	Buy	527 +2	+0.4%	+$37	﹤0.01%	1097
2024 Q2	$9.7K	Buy	525 +194	+59%	+$3.57K	﹤0.01%	1032
2024 Q1	$6.17K	Buy	+331	New	+$6.14K	﹤0.01%	1066

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

Aptus Capital Advisors's TIPX Position: Q2 2026 in Review

Aptus Capital Advisors held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 355 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Aptus Capital Advisors first reported a position in TIPX in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.99K in Q3 2024. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Aptus Capital Advisors held 355 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $6.72K as of Q2 2026.
Aptus Capital Advisors left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1644 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $9.99K in Q3 2024.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.