Creative Planning
TIPX icon

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

Creative Planning’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 		– Sell
-10,059
Closed -$192K – 4201
2025
Q4 		$192K Buy
+10,059
New +$193K ﹤0.01% 3569

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $632M AUM 22.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Creative Planning's TIPX Position: Q1 2026 in Review

Creative Planning sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 10,059 shares — an estimated $192K sold.

Creative Planning first reported a position in TIPX in Q4 2025 and held it in 1 quarter. The position peaked at $192K in Q4 2025. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Creative Planning reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 10,059 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $192K.
  • Creative Planning first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Creative Planning's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $192K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.