CFD
TIPX icon

Creative Financial Designs’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Creative Financial Designs’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 		$615K Buy
32,024
+579
+2% +$11.1K 0.04% 303
2025
Q4 		$600K Buy
31,445
+2,184
+7% +$42K 0.04% 305
2025
Q3 		$564K Buy
29,261
+11,514
+65% +$221K 0.04% 310
2025
Q2 		$340K Buy
17,747
+7,252
+69% +$138K 0.02% 373
2025
Q1 		$201K Buy
10,495
+9,474
+928% +$178K 0.02% 441
2024
Q4 		$18.9K Buy
1,021
+980
+2,390% +$18.3K ﹤0.01% 1061
2024
Q3 		$777 Hold
41
– – ﹤0.01% 1600
2024
Q2 		$758 Hold
41
– – ﹤0.01% 1561
2024
Q1 		$764 Sell
41
-540
-93% -$10K ﹤0.01% 1576
2023
Q4 		$10.8K Hold
581
– – ﹤0.01% 1069
2023
Q3 		$10.5K Buy
581
+41
+8% +$750 ﹤0.01% 1016
2023
Q2 		$9.97K Buy
+540
New +$10.1K ﹤0.01% 1013

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 $564B 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 $376B 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