Rockefeller Capital Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Rockefeller Capital Management’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	$2.75M	Buy	145,518 +3,333	+2%	+$63.7K	﹤0.01%	1235
2026 Q1	$2.73M	Buy	142,185 +10,010	+8%	+$192K	﹤0.01%	1163
2025 Q4	$2.52M	Buy	132,175 +113,948	+625%	+$2.19M	﹤0.01%	1160
2025 Q3	$352K	Buy	+18,227	New	+$350K	﹤0.01%	1943
2025 Q1	–	Sell	-10,965	Closed	-$203K	–	1735
2024 Q4	$203K	Hold	10,965	–	–	﹤0.01%	1651
2024 Q3	$208K	Buy	+10,965	New	+$205K	﹤0.01%	1600
2023 Q1	–	Sell	-100	Closed	-$1K	–	3715
2022 Q4	$1K	Sell	100 -97	-49%	-$1.79K	﹤0.01%	3768
2022 Q3	$3K	Buy	197 +47	+31%	+$909	﹤0.01%	3515
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	3835
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	3531
2021 Q4	$3K	Buy	+150	New	+$3.18K	﹤0.01%	3460

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Rockefeller Capital Management's TIPX Position: Q2 2026 in Review

Rockefeller Capital Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2.3% in Q2 2026, buying an estimated $63.7K and bringing the position to 145,518 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Rockefeller Capital Management first reported a position in TIPX in Q4 2021 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Rockefeller Capital Management held 145,518 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.75M as of Q2 2026.
Rockefeller Capital Management bought 3,333 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $63.7K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1235 holding.
Rockefeller Capital Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and has held it in 11 quarters since.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.