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

Capital Analysts LLC’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 		$74K Sell
3,831
-140
-4% -$2.69K ﹤0.01% 867
2025
Q4 		$76K Hold
3,971
– – ﹤0.01% 831
2025
Q3 		$77K Buy
3,971
+453
+13% +$8.7K ﹤0.01% 796
2025
Q2 		$67K Hold
3,518
– – ﹤0.01% 757
2025
Q1 		$68K Buy
3,518
+224
+7% +$4.21K ﹤0.01% 728
2024
Q4 		$61K Sell
3,294
-276
-8% -$5.16K ﹤0.01% 713
2024
Q3 		$68K Hold
3,570
– – ﹤0.01% 664
2024
Q2 		$66K Buy
3,570
+240
+7% +$4.42K ﹤0.01% 647
2024
Q1 		$62K Hold
3,330
– – ﹤0.01% 620
2023
Q4 		$62K Hold
3,330
– – ﹤0.01% 611
2023
Q3 		$60K Hold
3,330
– – ﹤0.01% 573
2023
Q2 		$61K Hold
3,330
– – ﹤0.01% 547
2023
Q1 		$63K Sell
3,330
-2,417
-42% -$45.1K ﹤0.01% 548
2022
Q4 		$106K Sell
5,747
-2,844,160
-100% -$52.5M 0.01% 490
2022
Q3 		$51.9M Buy
2,849,907
+74,264
+3% +$1.44M 3.58% 4
2022
Q2 		$54M Buy
2,775,643
+44,773
+2% +$896K 3.76% 5
2022
Q1 		$56.5M Buy
2,730,870
+2,730,570
+910,190% +$56.9M 3.58% 4
2021
Q4 		$6K Buy
+300
New +$6.35K ﹤0.01% 869

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Capital Analysts LLC's TIPX Position: Q1 2026 in Review

Capital Analysts LLC reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.5% in Q1 2026, selling an estimated $2.69K and leaving 3,831 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Capital Analysts LLC first reported a position in TIPX in Q4 2021 and has held it in 18 quarters since. The position peaked at $56.5M in Q1 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Capital Analysts LLC held 3,831 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $74K as of Q1 2026.
  • Capital Analysts LLC sold 140 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $2.69K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #867 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • Capital Analysts LLC's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $56.5M in Q1 2022.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.