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Private Advisor Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Private Advisor Group’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 		$339K Sell
17,678
-5,610
-24% -$108K ﹤0.01% 2110
2025
Q4 		$444K Sell
23,288
-2,036
-8% -$39.1K ﹤0.01% 1900
2025
Q3 		$488K Buy
25,324
+3,581
+16% +$68.8K ﹤0.01% 1792
2025
Q2 		$416K Sell
21,743
-9,816
-31% -$186K ﹤0.01% 1780
2025
Q1 		$606K Sell
31,559
-2,473
-7% -$46.5K ﹤0.01% 1509
2024
Q4 		$629K Sell
34,032
-2,954
-8% -$55.2K ﹤0.01% 1448
2024
Q3 		$701K Sell
36,986
-1,437
-4% -$26.9K ﹤0.01% 1442
2024
Q2 		$710K Sell
38,423
-50,897
-57% -$937K ﹤0.01% 1372
2024
Q1 		$1.66M Sell
89,320
-22,479
-20% -$417K 0.01% 900
2023
Q4 		$2.08M Sell
111,799
-161,812
-59% -$2.95M 0.02% 749
2023
Q3 		$4.95M Sell
273,611
-35,785
-12% -$654K 0.04% 397
2023
Q2 		$5.71M Sell
309,396
-4,947
-2% -$92.5K 0.05% 352
2023
Q1 		$5.98M Sell
314,343
-70,576
-18% -$1.32M 0.06% 340
2022
Q4 		$7.1K Buy
384,919
+81,602
+27% +$1.51M ﹤0.01% 996
2022
Q3 		$5.52M Buy
303,317
+96,997
+47% +$1.88M 0.06% 306
2022
Q2 		$4.01M Buy
206,320
+46,868
+29% +$938K 0.04% 474
2022
Q1 		$3.3M Sell
159,452
-67,267
-30% -$1.4M 0.03% 595
2021
Q4 		$4.79M Sell
226,719
-24,581
-10% -$521K 0.04% 467
2021
Q3 		$5.3M Buy
251,300
+150,825
+150% +$3.2M 0.03% 487
2021
Q2 		$2.12M Buy
100,475
+10,438
+12% +$220K 0.02% 740
2021
Q1 		$1.88M Buy
90,037
+44,487
+98% +$931K 0.02% 743
2020
Q4 		$952K Buy
45,550
+24,697
+118% +$511K 0.01% 926
2020
Q3 		$432K Buy
20,853
+19,751
+1,792% +$408K 0.01% 1109
2020
Q2 		$22K Buy
+1,102
New +$22.1K ﹤0.01% 2530

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

Private Advisor Group's TIPX Position: Q1 2026 in Review

Private Advisor Group reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 24% in Q1 2026, selling an estimated $108K and leaving 17,678 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Private Advisor Group first reported a position in TIPX in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.98M in Q1 2023. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Private Advisor Group held 17,678 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $339K as of Q1 2026.
  • Private Advisor Group sold 5,610 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $108K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2110 holding.
  • Private Advisor Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5.98M in Q1 2023.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.