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

Atria Investments’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	$245K	Buy	12,955 +1,186	+10%	+$22.7K	﹤0.01%	1964
2026 Q1	$226K	Buy	+11,769	New	+$226K	﹤0.01%	1923
2022 Q3	–	Sell	-154,259	Closed	-$3M	–	792
2022 Q2	$3M	Sell	154,259 -22,527	-13%	-$451K	0.06%	374
2022 Q1	$3.66M	Buy	176,786 +8,279	+5%	+$173K	0.06%	362
2021 Q4	$3.56M	Buy	168,507 +29,150	+21%	+$617K	0.06%	376
2021 Q3	$2.94M	Buy	+139,357	New	+$2.96M	0.05%	398

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Atria Investments's TIPX Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 10% in Q2 2026, buying an estimated $22.7K and bringing the position to 12,955 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Atria Investments first reported a position in TIPX in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.66M in Q1 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Atria Investments held 12,955 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $245K as of Q2 2026.
Atria Investments bought 1,186 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $22.7K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1964 holding.
Atria Investments first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 6 quarters since.
Atria Investments's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.66M in Q1 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.