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

Raleigh Capital 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	$2.49M	Buy	131,289 +9,890	+8%	+$189K	0.79%	33
2026 Q1	$2.33M	Buy	121,399 +5,229	+5%	+$100K	0.8%	38
2025 Q4	$2.22M	Buy	116,170 +5,493	+5%	+$106K	0.8%	35
2025 Q3	$2.13M	Buy	110,677 +7,244	+7%	+$139K	0.81%	36
2025 Q2	$1.98M	Buy	103,433 +6,788	+7%	+$129K	0.83%	32
2025 Q1	$1.85M	Sell	96,645 -3,334	-3%	-$62.7K	0.84%	33
2024 Q4	$1.85M	Buy	99,979 +13,912	+16%	+$260K	0.71%	38
2024 Q3	$1.63M	Buy	86,067 +15,766	+22%	+$295K	0.63%	45
2024 Q2	$1.3M	Buy	70,301 +7,227	+11%	+$133K	0.55%	53
2024 Q1	$1.18M	Sell	63,074 -25,797	-29%	-$478K	0.51%	62
2023 Q4	$1.65M	Sell	88,871 -1,704	-2%	-$31K	0.77%	37
2023 Q3	$1.64M	Buy	90,575 +13,991	+18%	+$256K	0.83%	35
2023 Q2	$1.41M	Buy	76,584 +5,961	+8%	+$111K	0.71%	48
2023 Q1	$1.34M	Sell	70,623 -4,378	-6%	-$81.7K	0.66%	47
2022 Q4	$1.38M	Sell	75,001 -3,351	-4%	-$61.9K	0.72%	42
2022 Q3	$1.43M	Sell	78,352 -5,836	-7%	-$113K	0.83%	37
2022 Q2	$1.64M	Sell	84,188 -21,821	-21%	-$437K	0.93%	32
2022 Q1	$2.19M	Buy	+106,009	New	+$2.21M	1.19%	13

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

Raleigh Capital Management's TIPX Position: Q2 2026 in Review

Raleigh Capital Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 8.1% in Q2 2026, buying an estimated $189K and bringing the position to 131,289 shares worth $2.49M. The position accounts for 0.79% of the portfolio, ranked #33.

Raleigh Capital Management first reported a position in TIPX in Q1 2022 and has held it in 18 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Raleigh Capital Management held 131,289 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.49M as of Q2 2026.
Raleigh Capital Management bought 9,890 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $189K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.79% of Raleigh Capital Management's portfolio in Q2 2026, its #33 holding.
Raleigh Capital Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 18 quarters since.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.