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

Alesco Advisors’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	$5.71M	Sell	297,784 -16,650	-5%	-$320K	0.15%	47
2025 Q4	$6M	Sell	314,434 -447	-0.1%	-$8.59K	0.16%	47
2025 Q3	$6.07M	Sell	314,881 -4,100	-1%	-$78.8K	0.16%	45
2025 Q2	$6.11M	Sell	318,981 -3,412	-1%	-$64.8K	0.18%	41
2025 Q1	$6.19M	Buy	322,393 +7,743	+2%	+$146K	0.19%	39
2024 Q4	$5.82M	Buy	314,650 +6,954	+2%	+$130K	0.18%	39
2024 Q3	$5.83M	Buy	307,696 +1,511	+0.5%	+$28.3K	0.18%	39
2024 Q2	$5.66M	Buy	306,185 +8,921	+3%	+$164K	0.19%	36
2024 Q1	$5.54M	Sell	297,264 -1,659	-0.6%	-$30.8K	0.18%	36
2023 Q4	$5.56M	Sell	298,923 -22,303	-7%	-$406K	0.19%	36
2023 Q3	$5.81M	Sell	321,226 -284,151	-47%	-$5.2M	0.22%	34
2023 Q2	$11.2M	Sell	605,377 -3,514	-0.6%	-$65.7K	0.4%	27
2023 Q1	$11.6M	Sell	608,891 -39,844	-6%	-$744K	0.43%	25
2022 Q4	$12M	Buy	648,735 +584,058	+903%	+$10.8M	0.46%	23
2022 Q3	$1.18M	Buy	+64,677	New	+$1.25M	0.05%	65

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Alesco Advisors's TIPX Position: Q1 2026 in Review

Alesco Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.3% in Q1 2026, selling an estimated $320K and leaving 297,784 shares worth $5.71M. The position accounts for 0.15% of the portfolio, ranked #47.

Alesco Advisors first reported a position in TIPX in Q3 2022 and has held it in 15 quarters since. The position peaked at $12M in Q4 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Alesco Advisors held 297,784 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $5.71M as of Q1 2026.
Alesco Advisors sold 16,650 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $320K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.15% of Alesco Advisors's portfolio in Q1 2026, its #47 holding.
Alesco Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and has held it in 15 quarters since.
Alesco Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12M in Q4 2022.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.