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 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 $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PRP

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 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

Raleigh Capital Management's TIPX Position: Q1 2026 in Review

Raleigh Capital Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 4.5% in Q1 2026, buying an estimated $100K and bringing the position to 121,399 shares worth $2.33M. The position accounts for 0.8% of the portfolio, ranked #38.

Raleigh Capital Management first reported a position in TIPX in Q1 2022 and has held it in 17 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Raleigh Capital Management held 121,399 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.33M as of Q1 2026.
Raleigh Capital Management bought 5,229 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $100K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.8% of Raleigh Capital Management's portfolio in Q1 2026, its #38 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 17 quarters since.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.