Capital Investment Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Capital Investment Advisory Services’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	$871	Buy	+46	New	+$880	﹤0.01%	1283
2023 Q4	–	Sell	-967	Closed	-$17.5K	–	1018
2023 Q3	$17.5K	Hold	967	–	–	﹤0.01%	740
2023 Q2	$17.9K	Hold	967	–	–	﹤0.01%	705
2023 Q1	$18.4K	Hold	967	–	–	﹤0.01%	694
2022 Q4	$17.8K	Hold	967	–	–	﹤0.01%	702
2022 Q3	$18K	Hold	967	–	–	﹤0.01%	652
2022 Q2	$19K	Buy	+967	New	+$19.4K	﹤0.01%	667

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Capital Investment Advisory Services's TIPX Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 46 shares worth $871. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in TIPX as recently as Q3 2023.

Capital Investment Advisory Services first reported a position in TIPX in Q2 2022 and has held it in 7 quarters since. The position peaked at $19K in Q2 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Capital Investment Advisory Services held 46 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $871 as of Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Capital Investment Advisory Services position in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1283 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 7 quarters since.
Capital Investment Advisory Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $19K in Q2 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.