Lifeworks Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Lifeworks Advisors’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	$332K	Sell	17,560 -1,633	-9%	-$31.2K	0.03%	255
2026 Q1	$368K	Sell	19,193 -189	-1%	-$3.63K	0.05%	226
2025 Q4	$370K	Sell	19,382 -604	-3%	-$11.6K	0.05%	244
2025 Q3	$386K	Sell	19,986 -134	-0.7%	-$2.57K	0.05%	233
2025 Q2	$385K	Sell	20,120 -69	-0.3%	-$1.31K	0.06%	228
2025 Q1	$387K	Sell	20,189 -2,456	-11%	-$46.2K	0.06%	216
2024 Q4	$419K	Sell	22,645 -2,375	-9%	-$44.4K	0.08%	191
2024 Q3	$474K	Buy	+25,020	New	+$468K	0.09%	169

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

Lifeworks Advisors's TIPX Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 8.5% in Q2 2026, selling an estimated $31.2K and leaving 17,560 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #255.

Lifeworks Advisors first reported a position in TIPX in Q3 2024 and has held it in 8 quarters since. The position peaked at $474K in Q3 2024. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Lifeworks Advisors held 17,560 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $332K as of Q2 2026.
Lifeworks Advisors sold 1,633 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $31.2K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #255 holding.
Lifeworks Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $474K in Q3 2024.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.