Kestra Advisory Services
TIPX icon

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
Q3 		$906K Buy
49,731
+3,254
+7% +$60.5K ﹤0.01% 2039
2026
Q2 		$880K Sell
46,477
-7,277
-14% -$139K ﹤0.01% 1929
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% +$5.2K ﹤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

Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Treasure Coast Financial Planning
Treasure Coast Financial Planning Vero Beach, Florida $210M AUM 8.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Seneca Financial Advisors
Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return

Kestra Advisory Services's TIPX Position: Q3 2026 in Review

Kestra Advisory Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 7% in Q3 2026, buying an estimated $60.5K and bringing the position to 49,731 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Kestra Advisory Services first reported a position in TIPX in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2026. 63 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Kestra Advisory Services held 49,731 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $906K as of Q3 2026.
  • Kestra Advisory Services bought 3,254 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $60.5K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2039 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 19 quarters since.
  • Kestra Advisory Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.03M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.