Simplex Trading
TIPX icon

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

Simplex Trading’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
Q1 		$9.13K Sell
476
-327
-41% -$6.28K ﹤0.01% 7439
2025
Q4 		$15.3K Buy
+803
New +$15.4K ﹤0.01% 6701
2024
Q3 		– Sell
-1,262
Closed -$23K – 9590
2024
Q2 		$23K Sell
1,262
-174
-12% -$3.2K ﹤0.01% 6786
2024
Q1 		$26K Buy
1,436
+1,236
+618% +$22.9K ﹤0.01% 6889
2023
Q4 		$3K Buy
+200
New +$3.64K ﹤0.01% 8156

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Simplex Trading's TIPX Position: Q1 2026 in Review

Simplex Trading reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 41% in Q1 2026, selling an estimated $6.28K and leaving 476 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #7439.

Simplex Trading first reported a position in TIPX in Q4 2023 and has held it in 5 quarters since. The position peaked at $26K in Q1 2024. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Simplex Trading held 476 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $9.13K as of Q1 2026.
  • Simplex Trading sold 327 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $6.28K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7439 holding.
  • Simplex Trading first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 5 quarters since.
  • Simplex Trading's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $26K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.