Atria Investments, Inc TIPX — SPDR SER TR

Ownership history in Atria Investments, Inc  ·  7 quarters on record

AI Ownership Summary

Atria Investments, Inc reported SPDR SER TR (TIPX) in 7 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows TIPX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TIPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TIPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TIPX stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held TIPX — position size vs. price
% of Fund (quarterly)    TIPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 12,756 -199 -1.5% 0.00% $232K 2026-10-15 $18.34
2026 Q2 ADDED — — — 12,955 +1,186 +10.1% 0.00% $245K 2026-07-28 $18.54
2026 Q1 REDUCED 92.4% +0.9% ❌ 11,769 -142,490 -92.4% 0.00% $226K 2026-05-05 $18.67
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TIPX

As of 2026 Q3 — sorted by position size

Midwest Financial Network, LLC 0.37% Detalus Advisors, LLC 3Y 0.13% Legacy Wealth Partners, LLC 0.1% Breakwater Capital Group 3Y 0.03% Signal Advisors Wealth, LLC 0.03% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.02% KWB Wealth 3Y 0.02% BROWN, LISLE/CUMMINGS, INC. 0.02% Concurrent Investment Advisors, LLC 0.01% Venture Visionary Partners LLC 3Y 0.01%

FAQ About Atria Investments, Inc and TIPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning TIPX?

Atria Investments, Inc reported TIPX across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported TIPX position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for TIPX was 0.00% in 2026 Q1.

What is the latest reported TIPX position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 12,756 shares, equal to 0.00% of portfolio, with an estimated market value of $232K.

What does the chart on this TIPX ownership page compare?

The chart compares Atria Investments, Inc's quarterly TIPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their TIPX position?

Based on 13F filing dates vs. subsequent TIPX price moves, Atria Investments, Inc correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on TIPX relative to SPY over the holding period was +511.3%.

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