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

Fermata 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
2025 Q3	–	Sell	-47,164	Closed	-$903K	–	231
2025 Q2	$903K	Sell	47,164 -294,875	-86%	-$5.6M	0.24%	97
2025 Q1	$6.56M	Buy	+342,039	New	+$6.43M	1.19%	22
2023 Q2	–	Sell	-15,821	Closed	-$301K	–	108
2023 Q1	$301K	Sell	15,821 -17,584	-53%	-$328K	0.18%	83
2022 Q4	$616K	Sell	33,405 -305,913	-90%	-$5.65M	0.18%	87
2022 Q3	$6.18M	Buy	339,318 +34,780	+11%	+$673K	2.01%	15
2022 Q2	$5.93M	Sell	304,538 -2,662	-0.9%	-$53.3K	2.07%	12
2022 Q1	$6.35M	Buy	307,200 +25,078	+9%	+$523K	2.38%	11
2021 Q4	$5.96M	Buy	282,122 +53,948	+24%	+$1.14M	2.18%	12
2021 Q3	$4.82M	Buy	+228,174	New	+$4.84M	2.13%	12

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Fermata Advisors's TIPX Position: Q3 2025 in Review

Fermata Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2025, closing a stake of 47,164 shares — an estimated $903K sold.

Fermata Advisors first reported a position in TIPX in Q3 2021 and held it in 9 quarters. The position peaked at $6.56M in Q1 2025. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2025.

Fermata Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2025 after selling out during the quarter.
Fermata Advisors sold 47,164 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2025, an estimated $903K.
Fermata Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 9 quarters.
Fermata Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $6.56M in Q1 2025.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.