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

Mariner’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
2025 Q2	–	Sell	-12,926	Closed	-$248K	–	3691
2025 Q1	$248K	Sell	12,926 -10,672	-45%	-$201K	﹤0.01%	2809
2024 Q4	$436K	Buy	23,598 +36	+0.2%	+$672	﹤0.01%	2296
2024 Q3	$447K	Buy	+23,562	New	+$441K	﹤0.01%	2233
2024 Q2	–	Sell	-10,338	Closed	-$193K	–	3287
2024 Q1	$193K	Sell	10,338 -1,397	-12%	-$25.9K	﹤0.01%	2785
2023 Q4	$218K	Sell	11,735 -954	-8%	-$17.4K	﹤0.01%	2623
2023 Q3	$229K	Buy	12,689 +536	+4%	+$9.8K	﹤0.01%	2396
2023 Q2	$224K	Buy	12,153 +107	+0.9%	+$2K	﹤0.01%	2366
2023 Q1	$229K	Sell	12,046 -1,387	-10%	-$25.9K	﹤0.01%	2298
2022 Q4	$248K	Buy	+13,433	New	+$248K	﹤0.01%	2185

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Mariner's TIPX Position: Q2 2025 in Review

Mariner sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025, closing a stake of 12,926 shares — an estimated $248K sold.

Mariner first reported a position in TIPX in Q4 2022 and held it in 9 quarters. The position peaked at $447K in Q3 2024. 132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

Mariner reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2025 after selling out during the quarter.
Mariner sold 12,926 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2025, an estimated $248K.
Mariner first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 9 quarters.
Mariner's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $447K in Q3 2024.
132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Mariner's 13F filing for Q2 2025, filed 14 Aug 2025.