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

Breakwater Capital Group’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
Q3 		$293K Sell
16,086
-44,351
-73% -$824K 0.03% 324
2026
Q2 		$1.14M Buy
60,437
+15,475
+34% +$296K 0.14% 157
2026
Q1 		$863K Buy
44,962
+8,895
+25% +$171K 0.12% 179
2025
Q4 		$688K Buy
36,067
+692
+2% +$13.3K 0.1% 191
2025
Q3 		$682K Buy
35,375
+8,133
+30% +$156K 0.1% 188
2025
Q2 		$521K Buy
27,242
+12,181
+81% +$231K 0.09% 209
2025
Q1 		$289K Buy
+15,061
New +$283K 0.05% 273

Other funds holding TIPX

SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Breakwater Capital Group's TIPX Position: Q3 2026 in Review

Breakwater Capital Group reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 73% in Q3 2026, selling an estimated $824K and leaving 16,086 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #324.

Breakwater Capital Group first reported a position in TIPX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.14M in Q2 2026. 11 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Breakwater Capital Group held 16,086 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $293K as of Q3 2026.
  • Breakwater Capital Group sold 44,351 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $824K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of Breakwater Capital Group's portfolio in Q3 2026, its #324 holding.
  • Breakwater Capital Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and has held it in 7 quarters since.
  • Breakwater Capital Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.14M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.