Steward Partners Investment Advisory’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Steward Partners Investment Advisory’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
2025 Q4	–	Sell	-1,517	Closed	-$29.3K	–	4467
2025 Q3	$29.3K	Buy	+1,517	New	+$29.1K	﹤0.01%	2901
2024 Q1	–	Sell	-2,843	Closed	-$52.9K	–	3669
2023 Q4	$52.9K	Hold	2,843	–	–	﹤0.01%	1964
2023 Q3	$51.4K	Hold	2,843	–	–	﹤0.01%	1897
2023 Q2	$52.5K	Sell	2,843 -5,183	-65%	-$96.9K	﹤0.01%	1860
2023 Q1	$153K	Hold	8,026	–	–	﹤0.01%	1402
2022 Q4	$148K	Hold	8,026	–	–	﹤0.01%	1381
2022 Q3	$146K	Hold	8,026	–	–	﹤0.01%	1337
2022 Q2	$156K	Sell	8,026 -2,202	-22%	-$44.1K	﹤0.01%	1310
2022 Q1	$212K	Buy	10,228 +8,106	+382%	+$169K	﹤0.01%	1269
2021 Q4	$45K	Buy	2,122 +708	+50%	+$15K	﹤0.01%	1974
2021 Q3	$30K	Buy	+1,414	New	+$30K	﹤0.01%	2140
2021 Q1	–	Sell	-1,000	Closed	-$21K	–	3496
2020 Q4	$21K	Buy	+1,000	New	+$20.7K	﹤0.01%	2046

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Steward Partners Investment Advisory's TIPX Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2025, closing a stake of 1,517 shares — an estimated $29.3K sold.

Steward Partners Investment Advisory first reported a position in TIPX in Q4 2020 and held it in 12 quarters. The position peaked at $212K in Q1 2022. 141 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

Steward Partners Investment Advisory reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,517 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $29.3K.
Steward Partners Investment Advisory first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2020 and held it in 12 quarters.
Steward Partners Investment Advisory's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $212K in Q1 2022.
141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.