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

Stratos 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
Q2 		$10.4M Buy
550,696
+530,369
+2,609% +$10.1M 0.11% 200
2026
Q1 		$390K Buy
20,327
+1,142
+6% +$21.9K ﹤0.01% 1171
2025
Q4 		$366K Sell
19,185
-15,166
-44% -$291K ﹤0.01% 1175
2025
Q3 		$663K Sell
34,351
-98,482
-74% -$1.89M 0.01% 910
2025
Q2 		$2.54M Sell
132,833
-625,622
-82% -$11.9M 0.03% 434
2025
Q1 		$14.6M Buy
758,455
+200,525
+36% +$3.77M 0.22% 99
2024
Q4 		$10.3M Buy
+557,930
New +$10.4M 0.15% 141
2023
Q2 		– Sell
-15,775
Closed -$300K – 1231
2023
Q1 		$300K Sell
15,775
-1,969
-11% -$36.8K 0.01% 874
2022
Q4 		$327K Sell
17,744
-21,901
-55% -$404K 0.01% 857
2022
Q3 		$722K Sell
39,645
-1,138,278
-97% -$22M 0.02% 571
2022
Q2 		$22.9M Buy
1,177,923
+979,817
+495% +$19.6M 0.58% 29
2022
Q1 		$4.1M Buy
198,106
+179,701
+976% +$3.75M 0.09% 215
2021
Q4 		$389K Buy
18,405
+6,007
+48% +$127K 0.01% 912
2021
Q3 		$262K Buy
12,398
+1,851
+18% +$39.3K 0.01% 988
2021
Q2 		$223K Buy
+10,547
New +$222K 0.01% 1078

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Stratos Wealth Partners's TIPX Position: Q2 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2,609% in Q2 2026, buying an estimated $10.1M and bringing the position to 550,696 shares worth $10.4M. The position accounts for 0.11% of the portfolio, ranked #200.

Stratos Wealth Partners first reported a position in TIPX in Q2 2021 and has held it in 15 quarters since. The position peaked at $22.9M in Q2 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Stratos Wealth Partners held 550,696 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $10.4M as of Q2 2026.
  • Stratos Wealth Partners bought 530,369 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $10.1M.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.11% of Stratos Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 15 quarters since.
  • Stratos Wealth Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $22.9M in Q2 2022.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.