Sheets Smith Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sheets Smith Wealth 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
2025 Q2	–	Sell	-31,687	Closed	-$608K	–	407
2025 Q1	$608K	Hold	31,687	–	–	0.08%	225
2024 Q4	$586K	Buy	31,687 +202	+0.6%	+$3.77K	0.07%	235
2024 Q3	$597K	Hold	31,485	–	–	0.07%	223
2024 Q2	$582K	Sell	31,485 -31,217	-50%	-$575K	0.07%	217
2024 Q1	$1.17M	Buy	62,702 +2,628	+4%	+$48.7K	0.13%	152
2023 Q4	$1.12M	Buy	60,074 +3,237	+6%	+$58.9K	0.16%	129
2023 Q3	$1.03M	Buy	56,837 +9,188	+19%	+$168K	0.16%	135
2023 Q2	$880K	Buy	47,649 +31,896	+202%	+$596K	0.13%	151
2023 Q1	$300K	Hold	15,753	–	–	0.05%	267
2022 Q4	$291K	Buy	+15,753	New	+$291K	0.05%	259

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

TCFP

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

Sheets Smith Wealth Management's TIPX Position: Q2 2025 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025, closing a stake of 31,687 shares — an estimated $608K sold.

Sheets Smith Wealth Management first reported a position in TIPX in Q4 2022 and held it in 10 quarters. The position peaked at $1.17M in Q1 2024. 132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

Sheets Smith Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 31,687 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2025, an estimated $608K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 10 quarters.
Sheets Smith Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.17M in Q1 2024.
132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.