Sowell Financial Services
TIPX icon

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

Sowell Financial Services’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 		$289K Buy
15,263
+1,256
+9% +$24K 0.01% 887
2026
Q1 		$269K Buy
14,007
+2,336
+20% +$44.8K 0.01% 878
2025
Q4 		$223K Sell
11,671
-239
-2% -$4.59K 0.01% 975
2025
Q3 		$230K Buy
11,910
+1,067
+10% +$20.5K 0.01% 937
2025
Q2 		$208K Buy
10,843
+239
+2% +$4.54K 0.01% 952
2025
Q1 		$203K Buy
+10,604
New +$199K 0.01% 926
2023
Q2 		– Sell
-10,961
Closed -$209K – 803
2023
Q1 		$209K Buy
+10,961
New +$205K 0.02% 680

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Sowell Financial Services's TIPX Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 9% in Q2 2026, buying an estimated $24K and bringing the position to 15,263 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #887.

Sowell Financial Services first reported a position in TIPX in Q1 2023 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Sowell Financial Services held 15,263 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $289K as of Q2 2026.
  • Sowell Financial Services bought 1,256 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $24K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #887 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.