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Kestra Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Kestra Advisory Services’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
Q1 		$1.03M Buy
53,754
+8,472
+19% +$163K ﹤0.01% 1708
2025
Q4 		$864K Sell
45,282
-1,279
-3% -$24.6K ﹤0.01% 1759
2025
Q3 		$898K Buy
46,561
+4,562
+11% +$87.6K ﹤0.01% 1660
2025
Q2 		$804K Buy
41,999
+274
+0.7% +$5.21K ﹤0.01% 1633
2025
Q1 		$801K Buy
41,725
+1,348
+3% +$25.3K ﹤0.01% 1528
2024
Q4 		$747K Buy
40,377
+4,561
+13% +$85.2K ﹤0.01% 1595
2024
Q3 		$679K Sell
35,816
-1,530
-4% -$28.6K ﹤0.01% 1565
2024
Q2 		$690K Buy
37,346
+2,455
+7% +$45.2K ﹤0.01% 1563
2024
Q1 		$650K Buy
34,891
+18,050
+107% +$335K ﹤0.01% 1495
2023
Q4 		$313K Buy
16,841
+1,697
+11% +$30.9K ﹤0.01% 1819
2023
Q3 		$274K Sell
15,144
-2,406
-14% -$44K ﹤0.01% 1725
2023
Q2 		$324K Buy
17,550
+253
+1% +$4.73K ﹤0.01% 1566
2023
Q1 		$329K Sell
17,297
-1,983
-10% -$37K ﹤0.01% 1510
2022
Q4 		$356K Buy
19,280
+425
+2% +$7.85K ﹤0.01% 1621
2022
Q3 		$343K Buy
18,855
+6,050
+47% +$117K ﹤0.01% 1530
2022
Q2 		$249K Buy
+12,805
New +$256K ﹤0.01% 1753
2021
Q4 		– Sell
-11,067
Closed -$234K – 2182
2021
Q3 		$234K Buy
+11,067
New +$235K ﹤0.01% 1873

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Kestra Advisory Services's TIPX Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 19% in Q1 2026, buying an estimated $163K and bringing the position to 53,754 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Kestra Advisory Services first reported a position in TIPX in Q3 2021 and has held it in 17 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Kestra Advisory Services held 53,754 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.03M as of Q1 2026.
  • Kestra Advisory Services bought 8,472 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $163K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1708 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 17 quarters since.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.