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 Q2	$5.39M	Sell	284,895 -12,889	-4%	-$247K	0.12%	50
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 $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

Alesco Advisors's TIPX Position: Q2 2026 in Review

Alesco Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 4.3% in Q2 2026, selling an estimated $247K and leaving 284,895 shares worth $5.39M. The position accounts for 0.12% of the portfolio, ranked #50.

Alesco Advisors first reported a position in TIPX in Q3 2022 and has held it in 16 quarters since. The position peaked at $12M in Q4 2022. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Alesco Advisors held 284,895 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $5.39M as of Q2 2026.
Alesco Advisors sold 12,889 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $247K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.12% of Alesco Advisors's portfolio in Q2 2026, its #50 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 16 quarters since.
Alesco Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12M in Q4 2022.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.