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

Valmark Advisers’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
Q1 		– Sell
-12,082
Closed -$231K – 705
2025
Q4 		$231K Sell
12,082
-8,211
-40% -$158K ﹤0.01% 610
2025
Q3 		$391K Sell
20,293
-3,577
-15% -$68.7K 0.01% 485
2025
Q2 		$457K Sell
23,870
-3,091
-11% -$58.7K 0.01% 459
2025
Q1 		$517K Sell
26,961
-884
-3% -$16.6K 0.01% 418
2024
Q4 		$515K Buy
27,845
+5,555
+25% +$104K 0.01% 413
2024
Q3 		$422K Sell
22,290
-11,165
-33% -$209K 0.01% 446
2024
Q2 		$618K Buy
33,455
+2,454
+8% +$45.2K 0.01% 359
2024
Q1 		$578K Sell
31,001
-6,294
-17% -$117K 0.01% 351
2023
Q4 		$693K Sell
37,295
-38,634
-51% -$703K 0.01% 310
2023
Q3 		$1.37M Buy
75,929
+4,386
+6% +$80.2K 0.03% 186
2023
Q2 		$1.32M Buy
71,543
+18,000
+34% +$337K 0.03% 192
2023
Q1 		$1.02M Buy
53,543
+14,177
+36% +$265K 0.02% 218
2022
Q4 		$726K Buy
39,366
+2,673
+7% +$49.4K 0.02% 253
2022
Q3 		$668K Buy
+36,693
New +$710K 0.01% 244

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Valmark Advisers's TIPX Position: Q1 2026 in Review

Valmark Advisers sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 12,082 shares — an estimated $231K sold.

Valmark Advisers first reported a position in TIPX in Q3 2022 and held it in 14 quarters. The position peaked at $1.37M in Q3 2023. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Valmark Advisers reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Valmark Advisers sold 12,082 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $231K.
  • Valmark Advisers first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 14 quarters.
  • Valmark Advisers's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.37M in Q3 2023.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.