NA
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
Q2 		$3.59M Buy
189,782
+15,678
+9% +$300K 0.01% 915
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 $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

NewEdge Advisors's TIPX Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 9% in Q2 2026, buying an estimated $300K and bringing the position to 189,782 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #915.

NewEdge Advisors first reported a position in TIPX in Q1 2020 and has held it in 19 quarters since. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • NewEdge Advisors held 189,782 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $3.59M as of Q2 2026.
  • NewEdge Advisors bought 15,678 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $300K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #915 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 19 quarters since.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.