GRP
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Global Retirement Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Global Retirement Partners’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 		$536K Buy
+28,308
New +$541K 0.01% 997
2025
Q4 		$456K Buy
23,880
+2,454
+11% +$47.1K 0.01% 997
2025
Q3 		$413K Buy
21,426
+2,024
+10% +$38.9K 0.01% 833
2025
Q2 		$371K Buy
+19,402
New +$369K 0.01% 836
2024
Q4 		$840K Sell
45,437
-42,867
-49% -$801K 0.02% 493
2024
Q3 		$1.67M Sell
88,304
-1,020
-1% -$19.1K 0.05% 328
2024
Q2 		$1.65M Buy
89,324
+48,144
+117% +$886K 0.05% 302
2024
Q1 		$768K Buy
41,180
+1,895
+5% +$35.1K 0.03% 419
2023
Q4 		$730K Buy
39,285
+2,312
+6% +$42.1K 0.03% 404
2023
Q3 		$663K Sell
36,973
-6,711
-15% -$123K 0.03% 376
2023
Q2 		$806K Sell
43,684
-1,486
-3% -$27.8K 0.04% 350
2023
Q1 		$854K Sell
45,170
-4,858
-10% -$90.7K 0.05% 330
2022
Q4 		$923K Buy
50,028
+1,011
+2% +$18.7K 0.06% 268
2022
Q3 		$903K Sell
49,017
-336,367
-87% -$6.51M 0.07% 252
2022
Q2 		$7.5M Buy
385,384
+2,939
+0.8% +$58.8K 0.6% 23
2022
Q1 		$7.7M Buy
+382,445
New +$7.97M 0.6% 24

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

Global Retirement Partners's TIPX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 28,308 shares worth $536K. The stake represents 0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TIPX as recently as Q4 2025.

Global Retirement Partners first reported a position in TIPX in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.7M in Q1 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Global Retirement Partners held 28,308 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $536K as of Q2 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #997 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $7.7M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.