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

Founders Financial Alliance’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	$241K	Buy	+12,735	New	+$244K	0.03%	392
2025 Q1	–	Sell	-530	Closed	-$9.8K	–	651
2024 Q4	$9.8K	Hold	530	–	–	﹤0.01%	483
2024 Q3	$10K	Hold	530	–	–	﹤0.01%	494
2024 Q2	$9.79K	Hold	530	–	–	﹤0.01%	473
2024 Q1	$9.88K	Buy	+530	New	+$9.82K	﹤0.01%	477

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

Founders Financial Alliance's TIPX Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 12,735 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #392 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in TIPX as recently as Q4 2024.

Founders Financial Alliance first reported a position in TIPX in Q1 2024 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Founders Financial Alliance held 12,735 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $241K as of Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Founders Financial Alliance position in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #392 holding.
Founders Financial Alliance first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and has held it in 5 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.