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

CoreCap 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 Q2	$1.8K	Hold	95	–	–	﹤0.01%	2562
2026 Q1	$1.82K	Hold	95	–	–	﹤0.01%	2429
2025 Q4	$1.81K	Buy	+95	New	+$1.82K	﹤0.01%	2496
2025 Q1	–	Sell	-135	Closed	-$2.5K	–	3302
2024 Q4	$2.5K	Hold	135	–	–	﹤0.01%	2167
2024 Q3	$2.56K	Hold	135	–	–	﹤0.01%	2137
2024 Q2	$2.5K	Hold	135	–	–	﹤0.01%	1280
2024 Q1	$2.52K	Buy	+135	New	+$2.5K	﹤0.01%	2074
2022 Q4	$3.28K	Buy	+178	New	+$3.29K	﹤0.01%	1845
2022 Q3	–	Sell	-390	Closed	-$8K	–	1936
2022 Q2	$8K	Buy	+390	New	+$7.81K	﹤0.01%	1547

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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 19.34% 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

CoreCap Advisors's TIPX Position: Q2 2026 in Review

CoreCap Advisors held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 95 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

CoreCap Advisors first reported a position in TIPX in Q2 2022 and has held it in 9 quarters since. The position peaked at $8K in Q2 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

CoreCap Advisors held 95 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.8K as of Q2 2026.
CoreCap Advisors left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2562 holding.
CoreCap Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 9 quarters since.
CoreCap Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $8K 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.