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 Q2	$5.69M	Buy	300,675 +33,743	+13%	+$645K	0.01%	1035
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 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

Cerity Partners's TIPX Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 13% in Q2 2026, buying an estimated $645K and bringing the position to 300,675 shares worth $5.69M. The position accounts for 0.01% of the portfolio, ranked #1035.

Cerity Partners first reported a position in TIPX in Q4 2022 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Cerity Partners held 300,675 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $5.69M as of Q2 2026.
Cerity Partners bought 33,743 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $645K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1035 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 4 quarters since.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.