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Axxcess Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Axxcess Wealth Management’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 		$433K Sell
22,856
-13,635
-37% -$261K 0.01% 755
2026
Q1 		$700K Buy
36,491
+1,645
+5% +$31.6K 0.02% 272
2025
Q4 		$665K Buy
34,846
+1,107
+3% +$21.3K 0.01% 613
2025
Q3 		$651K Sell
33,739
-10,231
-23% -$197K 0.01% 557
2025
Q2 		$842K Sell
43,970
-151
-0.3% -$2.87K 0.02% 473
2025
Q1 		$847K Sell
44,121
-3,309
-7% -$62.2K 0.02% 438
2024
Q4 		$877K Sell
47,430
-1,350
-3% -$25.2K 0.02% 428
2024
Q3 		$924K Sell
48,780
-4,623
-9% -$86.4K 0.02% 402
2024
Q2 		$987K Sell
53,403
-487
-0.9% -$8.97K 0.03% 379
2024
Q1 		$1M Sell
53,890
-19,704
-27% -$365K 0.03% 371
2023
Q4 		$1.37M Sell
73,594
-5,754
-7% -$105K 0.04% 300
2023
Q3 		$1.43M Buy
79,348
+1,700
+2% +$31.1K 0.05% 254
2023
Q2 		$1.43M Buy
77,648
+9,531
+14% +$178K 0.1% 177
2023
Q1 		$1.3M Sell
68,117
-11,394
-14% -$213K 0.1% 192
2022
Q4 		$1.47M Buy
79,511
+19,094
+32% +$353K 0.12% 166
2022
Q3 		$1.1M Buy
60,417
+3,407
+6% +$65.9K 0.1% 177
2022
Q2 		$1.11M Buy
57,010
+20,218
+55% +$405K 0.1% 176
2022
Q1 		$761K Buy
+36,792
New +$767K 0.06% 271

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Axxcess Wealth Management's TIPX Position: Q2 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 37% in Q2 2026, selling an estimated $261K and leaving 22,856 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #755.

Axxcess Wealth Management first reported a position in TIPX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2022. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Axxcess Wealth Management held 22,856 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $433K as of Q2 2026.
  • Axxcess Wealth Management sold 13,635 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $261K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #755 holding.
  • Axxcess Wealth Management 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.
  • Axxcess Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.47M in Q4 2022.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.