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

Smartleaf Asset 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 Q1	$17.6K	Buy	918 +308	+50%	+$5.91K	﹤0.01%	2027
2025 Q4	$11.7K	Buy	610 +40	+7%	+$768	﹤0.01%	2324
2025 Q3	$11K	Hold	570	–	–	﹤0.01%	2072
2025 Q2	$10.9K	Hold	570	–	–	﹤0.01%	1804
2025 Q1	$10.9K	Buy	570 +313	+122%	+$5.88K	﹤0.01%	1895
2024 Q4	$4.75K	Buy	257 +233	+971%	+$4.35K	﹤0.01%	2262
2024 Q3	$455	Sell	24 -163	-87%	-$3.05K	﹤0.01%	2790
2024 Q2	$3.46K	Sell	187 -90	-32%	-$1.66K	﹤0.01%	1982
2024 Q1	$5.16K	Sell	277 -13	-4%	-$241	﹤0.01%	1207
2023 Q4	$5.39K	Buy	+290	New	+$5.28K	﹤0.01%	852

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Smartleaf Asset Management's TIPX Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 50% in Q1 2026, buying an estimated $5.91K and bringing the position to 918 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Smartleaf Asset Management first reported a position in TIPX in Q4 2023 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Smartleaf Asset Management held 918 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $17.6K as of Q1 2026.
Smartleaf Asset Management bought 308 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $5.91K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2027 holding.
Smartleaf Asset Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.