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

Austin Private Wealth’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
2025 Q4	$4.47M	Buy	234,456 +29,305	+14%	+$563K	0.33%	50
2025 Q3	$3.96M	Buy	205,151 +16,188	+9%	+$311K	0.3%	57
2025 Q2	$3.62M	Buy	188,963 +77,859	+70%	+$1.48M	0.28%	56
2025 Q1	$2.13M	Buy	111,104 +89,701	+419%	+$1.69M	0.19%	63
2024 Q4	$396K	Buy	21,403 +141	+0.7%	+$2.63K	0.04%	176
2024 Q3	$403K	Buy	21,262 +3,744	+21%	+$70K	0.04%	165
2024 Q2	$324K	Buy	17,518 +2,618	+18%	+$48.2K	0.03%	169
2024 Q1	$275K	Sell	14,900 -3,522	-19%	-$65.3K	0.03%	187
2023 Q4	$342K	Buy	18,422 +60	+0.3%	+$1.09K	0.04%	138
2023 Q3	$332K	Sell	18,362 -989	-5%	-$18.1K	0.05%	116
2023 Q2	$357K	Buy	19,351 +654	+3%	+$12.2K	0.05%	114
2023 Q1	$356K	Buy	18,697 +6,792	+57%	+$127K	0.06%	107
2022 Q4	$220K	Buy	+11,905	New	+$220K	0.04%	139

Other funds holding TIPX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Austin Private Wealth's TIPX Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 14% in Q4 2025, buying an estimated $563K and bringing the position to 234,456 shares worth $4.47M. The position accounts for 0.33% of the portfolio, ranked #50.

Austin Private Wealth first reported a position in TIPX in Q4 2022 and has held it in 13 quarters since. 140 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

Austin Private Wealth held 234,456 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $4.47M as of Q4 2025.
Austin Private Wealth bought 29,305 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $563K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.33% of Austin Private Wealth's portfolio in Q4 2025, its #50 holding.
Austin Private Wealth first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 13 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.