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Antonetti Capital Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Antonetti Capital Management’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
2022
Q4 		– Sell
-1,250
Closed -$23K – 359
2022
Q3 		$23K Sell
1,250
-250
-17% -$4.84K 0.03% 154
2022
Q2 		$29K Hold
1,500
– – 0.03% 141
2022
Q1 		$31K Hold
1,500
– – 0.03% 162
2021
Q4 		$32K Buy
+1,500
New +$31.8K 0.03% 205

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Antonetti Capital Management's TIPX Position: Q4 2022 in Review

Antonetti Capital Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2022, closing a stake of 1,250 shares — an estimated $23K sold.

Antonetti Capital Management first reported a position in TIPX in Q4 2021 and held it in 4 quarters. The position peaked at $32K in Q4 2021. 142 funds tracked by Wall St. Rank hold TIPX as of Q4 2022.

  • Antonetti Capital Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Antonetti Capital Management sold 1,250 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2022, an estimated $23K.
  • Antonetti Capital Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 4 quarters.
  • Antonetti Capital Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $32K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2022.

Based on Antonetti Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.