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

Sovran 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 Q2	$3.68M	Sell	196,516 -359	-0.2%	-$6.87K	0.27%	103
2026 Q1	$3.81M	Sell	196,875 -3,574	-2%	-$68.6K	0.3%	92
2025 Q4	$3.83M	Sell	200,449 -2,060	-1%	-$39.6K	0.33%	86
2025 Q3	$3.9M	Buy	202,509 +2,220	+1%	+$42.6K	0.34%	78
2025 Q2	$3.81M	Sell	200,289 -8,153	-4%	-$155K	0.4%	63
2025 Q1	$3.96M	Buy	208,442 +764	+0.4%	+$14.4K	0.51%	45
2024 Q4	$3.84M	Buy	+207,678	New	+$3.88M	0.55%	45

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

Sovran Advisors's TIPX Position: Q2 2026 in Review

Sovran Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.18% in Q2 2026, selling an estimated $6.87K and leaving 196,516 shares worth $3.68M. The position accounts for 0.27% of the portfolio, ranked #103.

Sovran Advisors first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.96M in Q1 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Sovran Advisors held 196,516 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $3.68M as of Q2 2026.
Sovran Advisors sold 359 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $6.87K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.27% of Sovran Advisors's portfolio in Q2 2026, its #103 holding.
Sovran Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.96M in Q1 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.