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

Main Street Group’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	$229K	Sell	12,074 -500	-4%	-$9.56K	0.05%	105
2026 Q1	$241K	Hold	12,574	–	–	0.07%	98
2025 Q4	$240K	Hold	12,574	–	–	0.08%	85
2025 Q3	$243K	Hold	12,574	–	–	0.07%	96
2025 Q2	$241K	Hold	12,574	–	–	0.08%	90
2025 Q1	$241K	Hold	12,574	–	–	0.09%	86
2024 Q4	$232K	Hold	12,574	–	–	0.09%	85
2024 Q3	$238K	Hold	12,574	–	–	0.09%	88
2024 Q2	$231K	Hold	12,574	–	–	0.1%	94
2024 Q1	$232K	Hold	12,574	–	–	0.1%	103
2023 Q4	$234K	Buy	+12,574	New	+$229K	0.08%	117

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

Main Street Group's TIPX Position: Q2 2026 in Review

Main Street Group reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 4% in Q2 2026, selling an estimated $9.56K and leaving 12,074 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #105.

Main Street Group first reported a position in TIPX in Q4 2023 and has held it in 11 quarters since. The position peaked at $243K in Q3 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Main Street Group held 12,074 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $229K as of Q2 2026.
Main Street Group sold 500 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $9.56K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.05% of Main Street Group's portfolio in Q2 2026, its #105 holding.
Main Street Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Main Street Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $243K in Q3 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.