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 Q2	$2.08M	Buy	110,115 +1,516	+1%	+$29K	﹤0.01%	3449
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 $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Raymond James Financial's TIPX Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.4% in Q2 2026, buying an estimated $29K and bringing the position to 110,115 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3449.

Raymond James Financial first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Raymond James Financial held 110,115 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.08M as of Q2 2026.
Raymond James Financial bought 1,516 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $29K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3449 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 7 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.