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

Beacon Pointe 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 		$889K Buy
46,972
+1,662
+4% +$31.8K ﹤0.01% 1086
2026
Q1 		$869K Buy
+45,310
New +$870K ﹤0.01% 1055
2025
Q3 		– Sell
-44,537
Closed -$852K – 1522
2025
Q2 		$852K Sell
44,537
-3,126
-7% -$59.4K 0.01% 715
2025
Q1 		$915K Sell
47,663
-7,000
-13% -$132K 0.01% 664
2024
Q4 		$1.01M Sell
54,663
-7,141
-12% -$133K 0.01% 629
2024
Q3 		$1.17M Sell
61,804
-3,371
-5% -$63K 0.01% 595
2024
Q2 		$1.2M Sell
65,175
-6,035
-8% -$111K 0.01% 594
2024
Q1 		$1.33M Sell
71,210
-4,235
-6% -$78.5K 0.01% 598
2023
Q4 		$1.4M Sell
75,445
-31,577
-30% -$575K 0.02% 570
2023
Q3 		$1.93M Sell
107,022
-42,104
-28% -$770K 0.02% 466
2023
Q2 		$2.75M Sell
149,126
-25,421
-15% -$475K 0.05% 322
2023
Q1 		$3.32M Sell
174,547
-65,329
-27% -$1.22M 0.06% 286
2022
Q4 		$4.43M Sell
239,876
-208,434
-46% -$3.85M 0.09% 208
2022
Q3 		$8.16M Sell
448,310
-68,501
-13% -$1.33M 0.18% 129
2022
Q2 		$10.1M Sell
516,811
-14,432
-3% -$289K 0.21% 110
2022
Q1 		$11M Buy
+531,243
New +$11.1M 0.15% 145

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Beacon Pointe Advisors's TIPX Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.7% in Q2 2026, buying an estimated $31.8K and bringing the position to 46,972 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Beacon Pointe Advisors first reported a position in TIPX in Q1 2022 and has held it in 16 quarters since. The position peaked at $11M in Q1 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Beacon Pointe Advisors held 46,972 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $889K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,662 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $31.8K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1086 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $11M 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.