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

Brinker Capital 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
Q1 		$563K Buy
29,351
+1,928
+7% +$37K ﹤0.01% 1404
2025
Q4 		$523K Buy
27,423
+2,369
+9% +$45.5K ﹤0.01% 1578
2025
Q3 		$483K Sell
25,054
-12
-0% -$231 ﹤0.01% 1562
2025
Q2 		$480K Buy
25,066
+8,850
+55% +$168K ﹤0.01% 1524
2025
Q1 		$311K Buy
16,216
+1,585
+11% +$29.8K ﹤0.01% 1610
2024
Q4 		$271K Buy
14,631
+390
+3% +$7.29K ﹤0.01% 1604
2024
Q3 		$270K Sell
14,241
-71,548
-83% -$1.34M ﹤0.01% 1564
2024
Q2 		$1.59M Buy
85,789
+1,543
+2% +$28.4K 0.02% 761
2024
Q1 		$1.57M Sell
84,246
-8,201
-9% -$152K 0.02% 773
2023
Q4 		$1.71M Sell
92,447
-43,990
-32% -$801K 0.02% 712
2023
Q3 		$2.47M Sell
136,437
-5,285
-4% -$96.6K 0.03% 522
2023
Q2 		$2.62M Sell
141,722
-3,428
-2% -$64.1K 0.03% 530
2023
Q1 		$2.76M Buy
+145,150
New +$2.71M 0.03% 463

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return