Osaic Holdings
TIPX icon

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

Osaic Holdings’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 		$467K Sell
24,356
-7,338
-23% -$141K ﹤0.01% 3421
2025
Q4 		$605K Sell
31,694
-61,656
-66% -$1.18M ﹤0.01% 3168
2025
Q3 		$1.8M Buy
93,350
+10,816
+13% +$208K ﹤0.01% 2262
2025
Q2 		$1.58M Buy
82,534
+66,264
+407% +$1.26M ﹤0.01% 2112
2025
Q1 		$312K Sell
16,270
-24,678
-60% -$464K ﹤0.01% 3267
2024
Q4 		$757K Sell
40,948
-78,766
-66% -$1.47M ﹤0.01% 2420
2024
Q3 		$2.27M Sell
119,714
-31,799
-21% -$595K 0.01% 1600
2024
Q2 		$2.8M Sell
151,513
-30,359
-17% -$559K 0.01% 1397
2024
Q1 		$3.39M Sell
181,872
-63,557
-26% -$1.18M 0.01% 1308
2023
Q4 		$4.56M Sell
245,429
-115,338
-32% -$2.1M 0.01% 1257
2023
Q3 		$6.52M Sell
360,767
-185,945
-34% -$3.4M 0.01% 1136
2023
Q2 		$10.1M Buy
546,712
+28,926
+6% +$541K 0.02% 756
2023
Q1 		$9.85M Buy
517,786
+12,865
+3% +$240K 0.02% 776
2022
Q4 		$9.32M Sell
504,921
-135,232
-21% -$2.5M 0.02% 767
2022
Q3 		$11.7M Sell
640,153
-2,968
-0.5% -$57.4K 0.03% 578
2022
Q2 		$12.5M Buy
643,121
+41,578
+7% +$832K 0.03% 553
2022
Q1 		$12.7M Buy
601,543
+228,434
+61% +$4.76M 0.02% 636
2021
Q4 		$7.88M Buy
373,109
+285,532
+326% +$6.05M 0.01% 858
2021
Q3 		$1.85M Buy
87,577
+32,600
+59% +$692K ﹤0.01% 1777
2021
Q2 		$1.16M Buy
54,977
+19,589
+55% +$413K ﹤0.01% 2207
2021
Q1 		$739K Buy
35,388
+8,335
+31% +$174K ﹤0.01% 2494
2020
Q4 		$566K Buy
27,053
+3,686
+16% +$76.2K ﹤0.01% 2531
2020
Q3 		$484K Buy
23,367
+6,430
+38% +$133K ﹤0.01% 2458
2020
Q2 		$343K Sell
16,937
-31
-0.2% -$622 ﹤0.01% 2664
2020
Q1 		$332K Buy
+16,968
New +$334K ﹤0.01% 2438

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

Osaic Holdings's TIPX Position: Q1 2026 in Review

Osaic Holdings reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 23% in Q1 2026, selling an estimated $141K and leaving 24,356 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

Osaic Holdings first reported a position in TIPX in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.7M in Q1 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Osaic Holdings held 24,356 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $467K as of Q1 2026.
  • Osaic Holdings sold 7,338 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $141K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3421 holding.
  • Osaic Holdings first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12.7M in Q1 2022.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.