Orion Portfolio Solutions’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$311K	Buy	16,216 +1,585	+11%	+$29.8K	﹤0.01%	1610
2024 Q4	$271K	Buy	14,631 +390	+3%	+$7.29K	﹤0.01%	1604
2024 Q3	$270K	Sell	14,241 -71,548	-83%	-$1.34M	﹤0.01%	1564
2024 Q2	$1.59M	Buy	85,789 +1,543	+2%	+$28.4K	0.02%	761
2024 Q1	$1.57M	Sell	84,246 -8,201	-9%	-$152K	0.02%	773
2023 Q4	$1.71M	Sell	92,447 -43,990	-32%	-$801K	0.02%	712
2023 Q3	$2.47M	Sell	136,437 -5,285	-4%	-$96.6K	0.03%	522
2023 Q2	$2.62M	Sell	141,722 -3,428	-2%	-$64.1K	0.03%	530
2023 Q1	$2.76M	Sell	145,150 -6,448	-4%	-$120K	0.03%	463
2022 Q4	$2.8M	Sell	151,598 -4,044	-3%	-$74.7K	0.1%	146
2022 Q3	$2.83M	Buy	155,642 +136,128	+698%	+$2.63M	0.11%	126
2022 Q2	$380K	Buy	19,514 +1,484	+8%	+$29.7K	0.02%	474
2022 Q1	$373K	Buy	+18,030	New	+$376K	0.01%	510

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Orion Portfolio Solutions's TIPX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 11% in Q1 2025, buying an estimated $29.8K and bringing the position to 16,216 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Orion Portfolio Solutions first reported a position in TIPX in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.83M in Q3 2022. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

Orion Portfolio Solutions held 16,216 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $311K as of Q1 2025.
Orion Portfolio Solutions bought 1,585 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $29.8K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1610 holding.
Orion Portfolio Solutions first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 13 quarters since.
Orion Portfolio Solutions's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.83M in Q3 2022.
135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.