CW
TIPX icon

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

CreativeOne Wealth’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 		$1M Buy
52,248
+1,126
+2% +$21.6K 0.02% 583
2025
Q4 		$975K Buy
51,122
+9,844
+24% +$189K 0.02% 564
2025
Q3 		$796K Buy
41,278
+1,674
+4% +$32.2K 0.02% 629
2025
Q2 		$758K Buy
39,604
+3,329
+9% +$63.2K 0.02% 620
2025
Q1 		$696K Buy
36,275
+4,734
+15% +$89K 0.02% 591
2024
Q4 		$583K Buy
31,541
+9,374
+42% +$175K 0.02% 647
2024
Q3 		$420K Buy
22,167
+10,807
+95% +$202K 0.01% 685
2024
Q2 		$210K Sell
11,360
-8,517
-43% -$157K 0.01% 716
2024
Q1 		$371K Sell
19,877
-1,962
-9% -$36.4K 0.01% 660
2023
Q4 		$406K Sell
21,839
-10,193
-32% -$186K 0.03% 417
2023
Q3 		$579K Sell
32,032
-16,958
-35% -$310K 0.04% 315
2023
Q2 		$904K Buy
48,990
+17,428
+55% +$326K 0.04% 350
2023
Q1 		$601K Sell
31,562
-7,503
-19% -$140K 0.03% 418
2022
Q4 		$721K Sell
39,065
-9,387
-19% -$173K 0.04% 343
2022
Q3 		$882K Buy
48,452
+2,990
+7% +$57.8K 0.05% 284
2022
Q2 		$885K Sell
45,462
-12,078
-21% -$242K 0.05% 285
2022
Q1 		$1.19M Buy
57,540
+14,259
+33% +$297K 0.06% 252
2021
Q4 		$914K Buy
+43,281
New +$917K 0.05% 307
2021
Q1 		– Sell
-110,092
Closed -$2.3M – 612
2020
Q4 		$2.3M Buy
110,092
+30,767
+39% +$636K 0.19% 91
2020
Q3 		$1.64M Buy
79,325
+33,445
+73% +$690K 0.23% 71
2020
Q2 		$932K Buy
45,880
+10,112
+28% +$203K 0.14% 87
2020
Q1 		$702K Buy
35,768
+9,511
+36% +$187K 0.13% 82
2019
Q4 		$515K Buy
26,257
+5,895
+29% +$115K 0.09% 106
2019
Q3 		$398K Buy
20,362
+7,726
+61% +$151K 0.08% 106
2019
Q2 		$247K Buy
+12,636
New +$245K 0.05% 151

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 $666B 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 $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
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

CreativeOne Wealth's TIPX Position: Q1 2026 in Review

CreativeOne Wealth increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2.2% in Q1 2026, buying an estimated $21.6K and bringing the position to 52,248 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #583.

CreativeOne Wealth first reported a position in TIPX in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.3M in Q4 2020. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • CreativeOne Wealth held 52,248 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1M as of Q1 2026.
  • CreativeOne Wealth bought 1,126 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $21.6K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #583 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2019 and has held it in 25 quarters since.
  • CreativeOne Wealth's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.3M in Q4 2020.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.