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Legacy Wealth Partners (Colorado)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$394K Buy
20,789
+4,344
+26% +$83.1K 0.09% 127
2026
Q1 		$316K Buy
16,445
+1,192
+8% +$22.9K 0.08% 142
2025
Q4 		$291K Buy
+15,253
New +$293K 0.08% 144

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

Legacy Wealth Partners (Colorado)'s TIPX Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 26% in Q2 2026, buying an estimated $83.1K and bringing the position to 20,789 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #127.

Legacy Wealth Partners (Colorado) first reported a position in TIPX in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 20,789 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $394K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 4,344 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $83.1K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.09% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #127 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.