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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
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

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

Mather Group's TIPX Position: Q2 2026 in Review

Mather Group reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 4.2% in Q2 2026, selling an estimated $3.81K and leaving 4,578 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Mather Group first reported a position in TIPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $91.7K in Q1 2026. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Mather Group held 4,578 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $86.7K as of Q2 2026.
  • Mather Group sold 199 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $3.81K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #975 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 2 quarters since.
  • Mather Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $91.7K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.