Stifel Financial
TIPX icon

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

Stifel 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 		$1.95M Sell
103,194
-64,626
-39% -$1.24M ﹤0.01% 2110
2026
Q1 		$3.22M Buy
167,820
+10,756
+7% +$206K ﹤0.01% 1630
2025
Q4 		$3M Buy
157,064
+52,486
+50% +$1.01M ﹤0.01% 1644
2025
Q3 		$2.02M Buy
104,578
+5,696
+6% +$109K ﹤0.01% 1910
2025
Q2 		$1.89M Buy
98,882
+70,735
+251% +$1.34M ﹤0.01% 1881
2025
Q1 		$540K Buy
28,147
+6,460
+30% +$121K ﹤0.01% 2631
2024
Q4 		$401K Sell
21,687
-45,649
-68% -$853K ﹤0.01% 2804
2024
Q3 		$1.28M Buy
67,336
+20,894
+45% +$391K ﹤0.01% 2059
2024
Q2 		$858K Buy
46,442
+2,708
+6% +$49.9K ﹤0.01% 2264
2024
Q1 		$815K Buy
43,734
+25,822
+144% +$479K ﹤0.01% 2313
2023
Q4 		$333K Sell
17,912
-2,696
-13% -$49.1K ﹤0.01% 2789
2023
Q3 		$373K Sell
20,608
-563
-3% -$10.3K ﹤0.01% 2661
2023
Q2 		$391K Sell
21,171
-99,634
-82% -$1.86M ﹤0.01% 2675
2023
Q1 		$2.3M Sell
120,805
-679
-0.6% -$12.7K ﹤0.01% 1490
2022
Q4 		$2.24M Sell
121,484
-7,811
-6% -$144K ﹤0.01% 1441
2022
Q3 		$2.35M Sell
129,295
-4,407
-3% -$85.3K ﹤0.01% 1355
2022
Q2 		$2.6M Buy
133,702
+86,322
+182% +$1.73M ﹤0.01% 1333
2022
Q1 		$980K Buy
47,380
+969
+2% +$20.2K ﹤0.01% 2130
2021
Q4 		$980K Buy
46,411
+18,773
+68% +$398K ﹤0.01% 2147
2021
Q3 		$583K Buy
+27,638
New +$587K ﹤0.01% 2490
2021
Q1 		– Sell
-60,819
Closed -$1.27M – 3291
2020
Q4 		$1.27M Sell
60,819
-114,789
-65% -$2.37M ﹤0.01% 1676
2020
Q3 		$3.64M Sell
175,608
-20,206
-10% -$417K 0.01% 917
2020
Q2 		$3.98M Buy
+195,814
New +$3.93M 0.01% 816

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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 19.34% 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

Stifel Financial's TIPX Position: Q2 2026 in Review

Stifel Financial reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 39% in Q2 2026, selling an estimated $1.24M and leaving 103,194 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Stifel Financial first reported a position in TIPX in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.98M in Q2 2020. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Stifel Financial held 103,194 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.95M as of Q2 2026.
  • Stifel Financial sold 64,626 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $1.24M.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2110 holding.
  • Stifel Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2020 and has held it in 23 quarters since.
  • Stifel Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.98M in Q2 2020.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.