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 Q2	$577K	Buy	30,489 +1,138	+4%	+$21.8K	﹤0.01%	1411
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 Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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 19.34% 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

Brinker Capital Investments's TIPX Position: Q2 2026 in Review

Brinker Capital Investments increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.9% in Q2 2026, buying an estimated $21.8K and bringing the position to 30,489 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Brinker Capital Investments first reported a position in TIPX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76M in Q1 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Brinker Capital Investments held 30,489 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $577K as of Q2 2026.
Brinker Capital Investments bought 1,138 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $21.8K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1411 holding.
Brinker Capital Investments first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and has held it in 14 quarters since.
Brinker Capital Investments's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.76M in Q1 2023.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.