Mather Group
TIPX icon

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

Mather Group’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 		$71.3K Sell
3,917
-661
-14% -$12.3K ﹤0.01% 1054
2026
Q2 		$86.7K Sell
4,578
-199
-4% -$3.81K ﹤0.01% 975
2026
Q1 		$91.7K Buy
+4,777
New +$91.7K ﹤0.01% 911

Other funds holding TIPX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Good Harbor Advisors
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Visionary Horizons
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Mather Group's TIPX Position: Q3 2026 in Review

Mather Group reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 14% in Q3 2026, selling an estimated $12.3K and leaving 3,917 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Mather Group first reported a position in TIPX in Q1 2026 and has held it in 3 quarters since. The position peaked at $91.7K in Q1 2026. 32 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Mather Group held 3,917 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $71.3K as of Q3 2026.
  • Mather Group sold 661 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $12.3K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1054 holding.
  • Mather Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $91.7K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.