Seneca Financial Advisors
TIPX icon

Seneca Financial Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Seneca Financial Advisors’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
Q3 		$6.57M Buy
+360,672
New +$6.7M 1.74% 16

Other funds holding TIPX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Treasure Coast Financial Planning
Treasure Coast Financial Planning Vero Beach, Florida $210M AUM 8.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspire Private Capital
Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Seneca Financial Advisors's TIPX Position: Q3 2026 in Review

Seneca Financial Advisors opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2026: 360,672 shares worth $6.57M. The stake represents 1.74% of the portfolio and ranks #16 among its holdings.

78 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Seneca Financial Advisors held 360,672 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $6.57M as of Q3 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Seneca Financial Advisors position in Q3 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.74% of Seneca Financial Advisors's portfolio in Q3 2026, its #16 holding.
  • 78 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Seneca Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.