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

Raymond James Financial’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	$2.08M	Buy	108,599 +17,549	+19%	+$337K	﹤0.01%	3335
2025 Q4	$1.74M	Buy	91,050 +18,118	+25%	+$348K	﹤0.01%	3383
2025 Q3	$1.41M	Sell	72,932 -10,575	-13%	-$203K	﹤0.01%	3442
2025 Q2	$1.6M	Buy	83,507 +5,243	+7%	+$99.6K	﹤0.01%	3267
2025 Q1	$1.5M	Sell	78,264 -9,511	-11%	-$179K	﹤0.01%	3195
2024 Q4	$1.62M	Buy	+87,775	New	+$1.64M	﹤0.01%	3118

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

Raymond James Financial's TIPX Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 19% in Q1 2026, buying an estimated $337K and bringing the position to 108,599 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Raymond James Financial first reported a position in TIPX in Q4 2024 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Raymond James Financial held 108,599 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.08M as of Q1 2026.
Raymond James Financial bought 17,549 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $337K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3335 holding.
Raymond James Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 6 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.