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

Maridea Wealth Management’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	$274K	Hold	14,488	–	–	0.03%	448
2026 Q1	$278K	Sell	14,488 -27,082	-65%	-$520K	0.04%	366
2025 Q4	$793K	Sell	41,570 -526	-1%	-$10.1K	0.12%	179
2025 Q3	$813K	Buy	42,096 +5,029	+14%	+$96.6K	0.13%	160
2025 Q2	$709K	Buy	37,067 +99	+0.3%	+$1.88K	0.18%	108
2025 Q1	$709K	Buy	+36,968	New	+$695K	0.23%	81

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

Maridea Wealth Management's TIPX Position: Q2 2026 in Review

Maridea Wealth Management held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 14,488 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #448.

Maridea Wealth Management first reported a position in TIPX in Q1 2025 and has held it in 6 quarters since. The position peaked at $813K in Q3 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Maridea Wealth Management held 14,488 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $274K as of Q2 2026.
Maridea Wealth Management left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #448 holding.
Maridea Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Maridea Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $813K 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.