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

Capital Investment 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 		$1.24M Buy
65,480
+3,283
+5% +$62.8K 0.38% 54
2026
Q1 		$1.19M Buy
62,197
+6,357
+11% +$122K 0.41% 52
2025
Q4 		$1.07M Buy
+55,840
New +$1.07M 0.37% 55

Other funds holding TIPX

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Capital Investment Management's TIPX Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.3% in Q2 2026, buying an estimated $62.8K and bringing the position to 65,480 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #54.

Capital Investment Management first reported a position in TIPX in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Capital Investment Management held 65,480 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.24M as of Q2 2026.
  • Capital Investment Management bought 3,283 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $62.8K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.38% of Capital Investment Management's portfolio in Q2 2026, its #54 holding.
  • Capital Investment Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.