Cerity Partners
TIPX icon

Cerity Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Cerity Partners’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 		$5.12M Buy
+266,932
New +$5.12M 0.01% 1000
2024
Q1 		– Sell
-40,352
Closed -$750K – 2351
2023
Q4 		$750K Buy
+40,352
New +$735K ﹤0.01% 1100
2023
Q1 		– Sell
-61,688
Closed -$1.14M – 1892
2022
Q4 		$1.14M Buy
+61,688
New +$1.14M 0.01% 666

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 $666B 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 $377B 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

Cerity Partners's TIPX Position: Q1 2026 in Review

Cerity Partners opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 266,932 shares worth $5.12M. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Cerity Partners previously reported a position in TIPX as recently as Q4 2023.

Cerity Partners first reported a position in TIPX in Q4 2022 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Cerity Partners held 266,932 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $5.12M as of Q1 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Cerity Partners position in Q1 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1000 holding.
  • Cerity Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.