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

Scotia Capital’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	$379K	Buy	20,000 +10,000	+100%	+$191K	﹤0.01%	753
2026 Q1	$192K	Hold	10,000	–	–	﹤0.01%	867
2025 Q4	$191K	Hold	10,000	–	–	﹤0.01%	851
2025 Q3	$193K	Buy	+10,000	New	+$192K	﹤0.01%	853

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

Scotia Capital's TIPX Position: Q2 2026 in Review

Scotia Capital increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 100% in Q2 2026, buying an estimated $191K and bringing the position to 20,000 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Scotia Capital first reported a position in TIPX in Q3 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Scotia Capital held 20,000 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $379K as of Q2 2026.
Scotia Capital bought 10,000 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $191K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #753 holding.
Scotia Capital first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2025 and has held it in 4 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 Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.