Clearstead Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Clearstead Advisors’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	$10.2K	Buy	+534	New	+$10.3K	﹤0.01%	1587

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clearstead Advisors's TIPX Position: Q1 2026 in Review

Clearstead Advisors opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 534 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1587 among its holdings.

143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Clearstead Advisors held 534 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $10.2K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Clearstead Advisors position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1587 holding.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.