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

Farther Finance 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	$583K	Sell	30,776 -1,671	-5%	-$32K	﹤0.01%	1451
2026 Q1	$620K	Sell	32,447 -4,678	-13%	-$89.8K	0.01%	1254
2025 Q4	$708K	Sell	37,125 -7,804	-17%	-$150K	0.01%	1104
2025 Q3	$867K	Sell	44,929 -15,480	-26%	-$297K	0.01%	798
2025 Q2	$1.16M	Sell	60,409 -5,856	-9%	-$111K	0.02%	539
2025 Q1	$1.27M	Sell	66,265 -11,759	-15%	-$221K	0.03%	425
2024 Q4	$1.44M	Sell	78,024 -16,795	-18%	-$314K	0.05%	276
2024 Q3	$1.8M	Sell	94,819 -19,665	-17%	-$368K	0.07%	223
2024 Q2	$2.1M	Sell	114,484 -5,750	-5%	-$106K	0.1%	161
2024 Q1	$2.22M	Sell	120,234 -6,691	-5%	-$124K	0.13%	126
2023 Q4	$2.36M	Sell	126,925 -10,608	-8%	-$193K	0.17%	114
2023 Q3	$2.49M	Sell	137,533 -1,121	-0.8%	-$20.5K	0.39%	49
2023 Q2	$2.56M	Buy	138,654 +36,589	+36%	+$684K	0.56%	35
2023 Q1	$1.94M	Buy	102,065 +63,946	+168%	+$1.19M	0.57%	32
2022 Q4	$703K	Buy	+38,119	New	+$704K	0.27%	74

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

Farther Finance Advisors's TIPX Position: Q2 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.1% in Q2 2026, selling an estimated $32K and leaving 30,776 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Farther Finance Advisors first reported a position in TIPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Farther Finance Advisors held 30,776 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $583K as of Q2 2026.
Farther Finance Advisors sold 1,671 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $32K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1451 holding.
Farther Finance Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.56M in Q2 2023.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.