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 Q2	$495K	Buy	26,166 +8,488	+48%	+$162K	﹤0.01%	1806
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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

Private Advisor Group's TIPX Position: Q2 2026 in Review

Private Advisor Group increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 48% in Q2 2026, buying an estimated $162K and bringing the position to 26,166 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Private Advisor Group first reported a position in TIPX in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.98M in Q1 2023. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Private Advisor Group held 26,166 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $495K as of Q2 2026.
Private Advisor Group bought 8,488 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $162K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1806 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 25 quarters since.
Private Advisor Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5.98M in Q1 2023.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.