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

AE 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
2026
Q2 		$324K Buy
17,101
+1,969
+13% +$37.7K ﹤0.01% 1449
2026
Q1 		$290K Buy
15,132
+1,085
+8% +$20.8K ﹤0.01% 1398
2025
Q4 		$268K Buy
14,047
+1,188
+9% +$22.8K ﹤0.01% 1368
2025
Q3 		$248K Sell
12,859
-900
-7% -$17.3K ﹤0.01% 1285
2025
Q2 		$263K Buy
13,759
+258
+2% +$4.9K ﹤0.01% 1169
2025
Q1 		$259K Buy
13,501
+1,014
+8% +$19.1K ﹤0.01% 1153
2024
Q4 		$231K Buy
12,487
+1,276
+11% +$23.8K ﹤0.01% 1214
2024
Q3 		$212K Sell
11,211
-227,737
-95% -$4.26M ﹤0.01% 1157
2024
Q2 		$4.42M Buy
238,948
+226,227
+1,778% +$4.16M 0.04% 357
2024
Q1 		$237K Sell
12,721
-157,259
-93% -$2.92M ﹤0.01% 1038
2023
Q4 		$3.15M Buy
169,980
+77,129
+83% +$1.4M 0.02% 745
2023
Q3 		$1.68M Buy
92,851
+380
+0.4% +$6.95K 0.01% 912
2023
Q2 		$1.71M Buy
92,471
+2,729
+3% +$51K 0.01% 888
2023
Q1 		$1.71M Buy
89,742
+1,494
+2% +$27.9K 0.01% 855
2022
Q4 		$1.63M Buy
88,248
+7,249
+9% +$134K 0.01% 822
2022
Q3 		$1.48M Sell
80,999
-2,285
-3% -$44.2K 0.01% 805
2022
Q2 		$1.62M Buy
83,284
+15,603
+23% +$312K 0.01% 731
2022
Q1 		$1.4M Buy
+67,681
New +$1.41M 0.01% 809
2021
Q4 		– Sell
-81,489
Closed -$1.72M – 1788
2021
Q3 		$1.72M Buy
+81,489
New +$1.73M 0.01% 694

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

AE Wealth Management's TIPX Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 13% in Q2 2026, buying an estimated $37.7K and bringing the position to 17,101 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

AE Wealth Management first reported a position in TIPX in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q2 2024. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • AE Wealth Management held 17,101 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $324K as of Q2 2026.
  • AE Wealth Management bought 1,969 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $37.7K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1449 holding.
  • AE Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 19 quarters since.
  • AE Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $4.42M in Q2 2024.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.