Running Point Capital Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Running Point Capital Advisors’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 Q4	$180K	Sell	9,415 -1,272	-12%	-$24.4K	0.05%	127
2025 Q3	$206K	Buy	10,687 +4,478	+72%	+$86K	0.06%	123
2025 Q2	$119K	Buy	6,209 +1,163	+23%	+$22.1K	0.03%	129
2025 Q1	$96.8K	Buy	5,046 +263	+5%	+$4.94K	0.03%	126
2024 Q4	$88.4K	Buy	4,783 +2,406	+101%	+$44.9K	0.03%	116
2024 Q3	$45K	Hold	2,377	–	–	0.02%	116
2024 Q2	$43.9K	Hold	2,377	–	–	0.02%	110
2024 Q1	$44.3K	Hold	2,377	–	–	0.02%	111
2023 Q4	$44.2K	Buy	+2,377	New	+$43.3K	0.02%	120

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 $2.78B AUM 23.87% 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 $20.9B AUM 19.34% 1-Year Est. Return

SNB

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Running Point Capital Advisors's TIPX Position: Q4 2025 in Review

Running Point Capital Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 12% in Q4 2025, selling an estimated $24.4K and leaving 9,415 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #127.

Running Point Capital Advisors first reported a position in TIPX in Q4 2023 and has held it in 9 quarters since. The position peaked at $206K in Q3 2025. 140 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

Running Point Capital Advisors held 9,415 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $180K as of Q4 2025.
Running Point Capital Advisors sold 1,272 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $24.4K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.05% of Running Point Capital Advisors's portfolio in Q4 2025, its #127 holding.
Running Point Capital Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 9 quarters since.
Running Point Capital Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $206K in Q3 2025.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.