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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
Q2 		$1.35M Buy
71,174
+18,926
+36% +$362K 0.03% 472
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 $3.37T AUM 44.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

CreativeOne Wealth's TIPX Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 36% in Q2 2026, buying an estimated $362K and bringing the position to 71,174 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #472.

CreativeOne Wealth first reported a position in TIPX in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.3M in Q4 2020. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • CreativeOne Wealth held 71,174 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.35M as of Q2 2026.
  • CreativeOne Wealth bought 18,926 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $362K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #472 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 26 quarters since.
  • CreativeOne Wealth's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.3M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.