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

Detalus Advisors’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 		$553K Buy
+29,233
New +$559K 0.11% 91
2025
Q4 		– Sell
-17,820
Closed -$344K – 180
2025
Q3 		$344K Sell
17,820
-92
-0.5% -$1.77K 0.09% 124
2025
Q2 		$343K Buy
+17,912
New +$340K 0.1% 123

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

Detalus Advisors's TIPX Position: Q2 2026 in Review

Detalus Advisors opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 29,233 shares worth $553K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings. This is a return to the name: Detalus Advisors previously reported a position in TIPX as recently as Q3 2025.

Detalus Advisors first reported a position in TIPX in Q2 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Detalus Advisors held 29,233 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $553K as of Q2 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Detalus Advisors position in Q2 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.11% of Detalus Advisors's portfolio in Q2 2026, its #91 holding.
  • Detalus Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2025 and has held it in 3 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 Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.