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Avantax Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Avantax Advisory Services’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
Q2 		$197K Buy
+10,308
New +$196K ﹤0.01% 2214

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Avantax Advisory Services's TIPX Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025: 10,308 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings.

132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

  • Avantax Advisory Services held 10,308 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $197K as of Q2 2025.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Avantax Advisory Services position in Q2 2025.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2214 holding.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.