Sigma Planning Corp’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sigma Planning Corp’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	$419K	Buy	22,110 +2,377	+12%	+$45.5K	0.01%	997
2026 Q1	$379K	Buy	19,733 +847	+4%	+$16.3K	0.01%	956
2025 Q4	$360K	Buy	18,886 +1,716	+10%	+$33K	0.01%	940
2025 Q3	$331K	Buy	17,170 +5,673	+49%	+$109K	0.01%	994
2025 Q2	$220K	Buy	+11,497	New	+$218K	0.01%	1139
2024 Q4	–	Sell	-13,943	Closed	-$264K	–	1254
2024 Q3	$264K	Buy	13,943 +116	+0.8%	+$2.17K	0.01%	1007
2024 Q2	$256K	Buy	13,827 +92	+0.7%	+$1.69K	0.01%	985
2024 Q1	$256K	Buy	13,735 +3,306	+32%	+$61.3K	0.01%	1029
2023 Q4	$194K	Sell	10,429 -3,262	-24%	-$59.4K	0.02%	784
2023 Q3	$248K	Buy	13,691 +897	+7%	+$16.4K	0.01%	1005
2023 Q2	$236K	Sell	12,794 -170	-1%	-$3.18K	0.01%	1028
2023 Q1	$247K	Sell	12,964 -1,620	-11%	-$30.2K	0.01%	1084
2022 Q4	$269K	Sell	14,584 -45,119	-76%	-$833K	0.01%	1012
2022 Q3	$1.09M	Buy	+59,703	New	+$1.15M	0.04%	428

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

Sigma Planning Corp's TIPX Position: Q2 2026 in Review

Sigma Planning Corp increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 12% in Q2 2026, buying an estimated $45.5K and bringing the position to 22,110 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #997.

Sigma Planning Corp first reported a position in TIPX in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Sigma Planning Corp held 22,110 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $419K as of Q2 2026.
Sigma Planning Corp bought 2,377 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $45.5K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #997 holding.
Sigma Planning Corp first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and has held it in 14 quarters since.
Sigma Planning Corp's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.09M in Q3 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.