Strategic Wealth Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Strategic Wealth Partners’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	$12.8K	Sell	667 -2	-0.3%	-$38	﹤0.01%	828
2025 Q4	$12.8K	Sell	669 -2	-0.3%	-$38	﹤0.01%	819
2025 Q3	$12.9K	Sell	671 -77	-10%	-$1.48K	﹤0.01%	836
2025 Q2	$14.3K	Buy	+748	New	+$14.2K	﹤0.01%	723
2019 Q4	–	Sell	-6,727	Closed	-$131	–	467
2019 Q3	$131	Sell	6,727 -801	-11%	-$15.7K	﹤0.01%	255
2019 Q2	$147K	Sell	7,528 -14,900	-66%	-$289K	0.07%	149
2019 Q1	$432K	Sell	22,428 -6,260	-22%	-$119K	0.2%	103
2018 Q4	$563K	Sell	28,688 -317	-1%	-$5.97K	0.28%	90
2018 Q3	$551K	Buy	29,005 +1,563	+6%	+$29.9K	0.29%	90
2018 Q2	$529K	Buy	27,442 +5,375	+24%	+$103K	0.31%	91
2018 Q1	$424K	Buy	+22,067	New	+$422K	0.22%	123

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

Strategic Wealth Partners's TIPX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.3% in Q1 2026, selling an estimated $38 and leaving 667 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Strategic Wealth Partners first reported a position in TIPX in Q1 2018 and has held it in 11 quarters since. The position peaked at $563K in Q4 2018. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Strategic Wealth Partners held 667 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $12.8K as of Q1 2026.
Strategic Wealth Partners sold 2 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $38.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #828 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $563K in Q4 2018.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.