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TIPX icon

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

Covestor’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 		$2K Buy
117
+9
+8% +$172 ﹤0.01% 1996
2026
Q1 		$2K Buy
108
+52
+93% +$998 ﹤0.01% 1953
2025
Q4 		$1K Buy
56
+31
+124% +$595 ﹤0.01% 2172
2025
Q3 		$0 Buy
25
+5
+25% +$96 ﹤0.01% 2768
2025
Q2 		$0 Hold
20
– – ﹤0.01% 2752
2025
Q1 		$0 Sell
20
-8
-29% -$150 ﹤0.01% 2725
2024
Q4 		$1K Buy
28
+18
+180% +$336 ﹤0.01% 2138
2024
Q3 		$0 Hold
10
– – ﹤0.01% 2765
2024
Q2 		$0 Buy
10
+1
+11% +$18 ﹤0.01% 2753
2024
Q1 		$0 Sell
9
-4
-31% -$74 ﹤0.01% 2734
2023
Q4 		$0 Sell
13
-10
-43% -$182 ﹤0.01% 2711
2023
Q3 		$0 Buy
23
+1
+5% +$18 ﹤0.01% 2709
2023
Q2 		$0 Buy
22
+2
+10% +$37 ﹤0.01% 2648
2023
Q1 		$0 Sell
20
-6
-23% -$112 ﹤0.01% 2586
2022
Q4 		$0 Sell
26
-2
-7% -$37 ﹤0.01% 2610
2022
Q3 		$1K Buy
28
+1
+4% +$19 ﹤0.01% 1855
2022
Q2 		$1K Hold
27
– – ﹤0.01% 1803
2022
Q1 		$1K Buy
+27
New +$563 ﹤0.01% 1962

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

Covestor's TIPX Position: Q2 2026 in Review

Covestor increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 8.3% in Q2 2026, buying an estimated $172 and bringing the position to 117 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Covestor first reported a position in TIPX in Q1 2022 and has held it in 18 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Covestor held 117 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2K as of Q2 2026.
  • Covestor bought 9 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $172.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1996 holding.
  • Covestor first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.