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

Private Trust Company’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	$6.61K	Sell	349 -10	-3%	-$191	﹤0.01%	2215
2026 Q1	$6.89K	Buy	359 +21	+6%	+$403	﹤0.01%	2098
2025 Q4	$6.45K	Hold	338	–	–	﹤0.01%	2087
2025 Q3	$6.52K	Buy	338 +16	+5%	+$307	﹤0.01%	2068
2025 Q2	$6.16K	Sell	322 -2	-0.6%	-$38	﹤0.01%	1982
2025 Q1	$6.22K	Buy	+324	New	+$6.09K	﹤0.01%	1958
2024 Q3	–	Sell	-5,486	Closed	-$101K	–	2352
2024 Q2	$101K	Sell	5,486 -18	-0.3%	-$331	0.01%	879
2024 Q1	$103K	Hold	5,504	–	–	0.01%	859
2023 Q4	$102K	Sell	5,504 -3,869	-41%	-$70.4K	0.01%	827
2023 Q3	$169K	Sell	9,373 -774	-8%	-$14.2K	0.02%	622
2023 Q2	$187K	Sell	10,147 -3,138	-24%	-$58.7K	0.02%	586
2023 Q1	$253K	Sell	13,285 -12,589	-49%	-$235K	0.03%	473
2022 Q4	$477K	Buy	25,874 +280	+1%	+$5.17K	0.07%	298
2022 Q3	$466K	Buy	25,594 +23,165	+954%	+$448K	0.08%	290
2022 Q2	$47K	Buy	+2,429	New	+$48.6K	0.01%	953

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 Trust Company's TIPX Position: Q2 2026 in Review

Private Trust Company reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2.8% in Q2 2026, selling an estimated $191 and leaving 349 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Private Trust Company first reported a position in TIPX in Q2 2022 and has held it in 15 quarters since. The position peaked at $477K in Q4 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Private Trust Company held 349 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $6.61K as of Q2 2026.
Private Trust Company sold 10 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $191.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2215 holding.
Private Trust Company first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 15 quarters since.
Private Trust Company's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $477K in Q4 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.