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AllGen Financial Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

AllGen Financial Advisors’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
-423,733
Closed -$8.17M – 43
2025
Q3 		$8.17M Sell
423,733
-78,546
-16% -$1.51M 2.01% 13
2025
Q2 		$9.61M Buy
+502,279
New +$9.54M 2.58% 11

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AllGen Financial Advisors's TIPX Position: Q4 2025 in Review

AllGen Financial Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2025, closing a stake of 423,733 shares — an estimated $8.17M sold.

AllGen Financial Advisors first reported a position in TIPX in Q2 2025 and held it in 2 quarters. The position peaked at $9.61M in Q2 2025. 141 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

  • AllGen Financial Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 423,733 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $8.17M.
  • AllGen Financial Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2025 and held it in 2 quarters.
  • AllGen Financial Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $9.61M in Q2 2025.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on AllGen Financial Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.