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

Advisor Group’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
2019 Q4	$265K	Buy	13,472 +775	+6%	+$15.2K	﹤0.01%	2175
2019 Q3	$249K	Buy	12,697 +502	+4%	+$9.83K	﹤0.01%	2154
2019 Q2	$239K	Buy	12,195 +548	+5%	+$10.6K	﹤0.01%	2162
2019 Q1	$225K	Buy	11,647 +1,291	+12%	+$24.6K	﹤0.01%	2189
2018 Q4	$195K	Buy	10,356 +868	+9%	+$16.4K	﹤0.01%	2108
2018 Q3	$180K	Buy	9,488 +3,495	+58%	+$66.8K	﹤0.01%	2254
2018 Q2	$115K	Hold	5,993	–	–	﹤0.01%	2419
2018 Q1	$115K	Buy	5,993 +500	+9%	+$9.57K	﹤0.01%	2453
2017 Q4	$106K	Buy	5,493 +2,164	+65%	+$42.1K	﹤0.01%	2521
2017 Q3	$65K	Buy	3,329 +3,250	+4,114%	+$63.5K	﹤0.01%	2743
2017 Q2	$2K	Hold	79	–	–	﹤0.01%	4534
2017 Q1	$2K	Hold	79	–	–	﹤0.01%	4412
2016 Q4	$2K	Hold	79	–	–	﹤0.01%	4247
2016 Q3	$2K	Hold	79	–	–	﹤0.01%	4192
2016 Q2	$1K	Buy	+79	New	+$1.56K	﹤0.01%	4274

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisor Group's TIPX Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 6.1% in Q4 2019, buying an estimated $15.2K and bringing the position to 13,472 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Advisor Group first reported a position in TIPX in Q2 2016 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold TIPX as of Q4 2019.

Advisor Group held 13,472 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $265K as of Q4 2019.
Advisor Group bought 775 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2019, an estimated $15.2K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2175 holding.
Advisor Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2016 and has held it in 15 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.