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TIPX icon

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

NewEdge 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
Q1 		$3.34M Buy
174,104
+2,183
+1% +$41.9K 0.01% 859
2025
Q4 		$3.28M Buy
171,921
+8,117
+5% +$156K 0.01% 834
2025
Q3 		$3.16M Buy
163,804
+6,653
+4% +$128K 0.01% 798
2025
Q2 		$3.01M Buy
157,151
+5,906
+4% +$112K 0.02% 758
2025
Q1 		$2.9M Buy
151,245
+17,880
+13% +$336K 0.02% 705
2024
Q4 		$2.47M Buy
133,365
+12,596
+10% +$235K 0.01% 745
2024
Q3 		$2.29M Buy
120,769
+91,876
+318% +$1.72M 0.01% 729
2024
Q2 		$534K Buy
28,893
+21,577
+295% +$397K ﹤0.01% 1379
2024
Q1 		$136K Sell
7,316
-7,249
-50% -$134K ﹤0.01% 1967
2023
Q4 		$271K Buy
14,565
+1,953
+15% +$35.6K ﹤0.01% 1586
2023
Q3 		$228K Buy
12,612
+1,118
+10% +$20.4K ﹤0.01% 1575
2023
Q2 		$212K Buy
11,494
+3,290
+40% +$61.5K ﹤0.01% 1614
2023
Q1 		$156K Buy
8,204
+1,145
+16% +$21.4K ﹤0.01% 1618
2022
Q4 		$7.32K Buy
+7,059
New +$130K ﹤0.01% 2463
2022
Q2 		– Sell
-10,411
Closed -$215K – 1620
2022
Q1 		$215K Buy
+10,411
New +$217K ﹤0.01% 1013
2020
Q4 		– Sell
-147,491
Closed -$3.06M – 1073
2020
Q3 		$3.06M Buy
147,491
+38,584
+35% +$796K 0.11% 191
2020
Q2 		$2.21M Buy
108,907
+71,256
+189% +$1.43M 0.09% 210
2020
Q1 		$739K Buy
+37,651
New +$742K 0.04% 370

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

NewEdge Advisors's TIPX Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.3% in Q1 2026, buying an estimated $41.9K and bringing the position to 174,104 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #859.

NewEdge Advisors first reported a position in TIPX in Q1 2020 and has held it in 18 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • NewEdge Advisors held 174,104 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $3.34M as of Q1 2026.
  • NewEdge Advisors bought 2,183 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $41.9K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #859 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2020 and has held it in 18 quarters since.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.