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

Aspire Private 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	$6.5M	Buy	343,540 +21,555	+7%	+$412K	1.34%	20
2026 Q1	$6.18M	Buy	321,985 +7,587	+2%	+$146K	1.39%	18
2025 Q4	$6M	Buy	314,398 +11,725	+4%	+$225K	1.33%	19
2025 Q3	$5.84M	Buy	302,673 +7,205	+2%	+$138K	1.28%	21
2025 Q2	$5.66M	Buy	295,468 +7,708	+3%	+$146K	1.31%	19
2025 Q1	$5.52M	Buy	287,760 +3,195	+1%	+$60.1K	1.37%	17
2024 Q4	$5.26M	Buy	284,565 +7,010	+3%	+$131K	1.3%	18
2024 Q3	$5.26M	Buy	277,555 +3,783	+1%	+$70.7K	1.25%	17
2024 Q2	$5.06M	Buy	273,772 +6,172	+2%	+$114K	1.3%	18
2024 Q1	$4.99M	Sell	267,600 -58,816	-18%	-$1.09M	1.31%	19
2023 Q4	$6.07M	Sell	326,416 -12,278	-4%	-$224K	1.8%	15
2023 Q3	$6.12M	Buy	338,694 +6,781	+2%	+$124K	2%	14
2023 Q2	$6.13M	Buy	331,913 +27,307	+9%	+$511K	1.95%	14
2023 Q1	$5.8M	Sell	304,606 -40,526	-12%	-$757K	1.92%	13
2022 Q4	$6.37M	Buy	345,132 +16,989	+5%	+$314K	2.29%	12
2022 Q3	$5.97M	Buy	328,143 +13,434	+4%	+$260K	2.27%	12
2022 Q2	$6.12M	Buy	314,709 +7,549	+2%	+$151K	2.19%	14
2022 Q1	$6.35M	Buy	+307,160	New	+$6.4M	2.03%	14

Other funds holding TIPX

SNB

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Aspire Private Capital's TIPX Position: Q2 2026 in Review

Aspire Private Capital increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 6.7% in Q2 2026, buying an estimated $412K and bringing the position to 343,540 shares worth $6.5M. The position accounts for 1.34% of the portfolio, ranked #20.

Aspire Private Capital first reported a position in TIPX in Q1 2022 and has held it in 18 quarters since. 19 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Aspire Private Capital held 343,540 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $6.5M as of Q2 2026.
Aspire Private Capital bought 21,555 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $412K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.34% of Aspire Private Capital's portfolio in Q2 2026, its #20 holding.
Aspire Private Capital first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 18 quarters since.
19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.