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

Mutual 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 		$2.65M Buy
140,114
+2,583
+2% +$49.4K 0.05% 351
2026
Q1 		$2.64M Buy
137,531
+893
+0.7% +$17.1K 0.06% 313
2025
Q4 		$2.61M Sell
136,638
-5,149
-4% -$98.9K 0.06% 303
2025
Q3 		$2.74M Sell
141,787
-339
-0.2% -$6.51K 0.06% 293
2025
Q2 		$2.72M Buy
142,126
+65,169
+85% +$1.24M 0.07% 259
2025
Q1 		$1.47M Sell
76,957
-645
-0.8% -$12.1K 0.04% 354
2024
Q4 		$1.44M Sell
77,602
-178
-0.2% -$3.33K 0.04% 365
2024
Q3 		$1.46M Buy
77,780
+3,896
+5% +$72.8K 0.04% 356
2024
Q2 		$1.37M Sell
73,884
-4,579
-6% -$84.3K 0.04% 378
2024
Q1 		$1.46M Sell
78,463
-2,488
-3% -$46.1K 0.05% 351
2023
Q4 		$1.5M Buy
80,951
+4,114
+5% +$74.9K 0.05% 332
2023
Q3 		$1.39M Sell
76,837
-7,169
-9% -$131K 0.05% 343
2023
Q2 		$1.55M Sell
84,006
-3,794
-4% -$70.9K 0.06% 317
2023
Q1 		$1.67M Sell
87,800
-5,662
-6% -$106K 0.07% 287
2022
Q4 		$1.72M Buy
93,462
+466
+0.5% +$8.61K 0.08% 258
2022
Q3 		$1.69M Buy
92,996
+6,759
+8% +$131K 0.09% 226
2022
Q2 		$1.68M Buy
86,237
+2,820
+3% +$56.4K 0.11% 212
2022
Q1 		$1.73M Buy
83,417
+1,074
+1% +$22.4K 0.1% 242
2021
Q4 		$1.74M Sell
82,343
-3,170
-4% -$67.1K 0.09% 256
2021
Q3 		$1.8M Sell
85,513
-1,032
-1% -$21.9K 0.11% 237
2021
Q2 		$1.83M Buy
86,545
+1,513
+2% +$31.9K 0.11% 241
2021
Q1 		$1.77M Buy
85,032
+5,451
+7% +$114K 0.12% 216
2020
Q4 		$1.66M Buy
79,581
+15,731
+25% +$325K 0.12% 201
2020
Q3 		$1.32M Buy
63,850
+710
+1% +$14.7K 0.11% 198
2020
Q2 		$1.28M Sell
63,140
-174
-0.3% -$3.49K 0.13% 183
2020
Q1 		$1.24M Sell
63,314
-1,259
-2% -$24.8K 0.17% 154
2019
Q4 		$1.27M Buy
64,573
+53,958
+508% +$1.06M 0.13% 182
2019
Q3 		$208K Buy
+10,615
New +$208K 0.03% 499

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

Mutual Advisors's TIPX Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.9% in Q2 2026, buying an estimated $49.4K and bringing the position to 140,114 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #351.

Mutual Advisors first reported a position in TIPX in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.74M in Q3 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Mutual Advisors held 140,114 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.65M as of Q2 2026.
  • Mutual Advisors bought 2,583 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $49.4K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #351 holding.
  • Mutual Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2019 and has held it in 28 quarters since.
  • Mutual Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.74M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

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