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

Atria Wealth Solutions’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
2024 Q3	–	Sell	-10,124	Closed	-$187K	–	2047
2024 Q2	$187K	Hold	10,124	–	–	﹤0.01%	1796
2024 Q1	$189K	Sell	10,124 -24,007	-70%	-$445K	﹤0.01%	1838
2023 Q4	$634K	Buy	34,131 +3,491	+11%	+$63.6K	0.01%	1091
2023 Q3	$554K	Sell	30,640 -2,751	-8%	-$50.3K	0.01%	1085
2023 Q2	$616K	Buy	33,391 +8,871	+36%	+$166K	0.01%	1054
2023 Q1	$467K	Sell	24,520 -5,959	-20%	-$111K	0.01%	1181
2022 Q4	$562K	Sell	30,479 -1,269	-4%	-$23.4K	0.01%	1015
2022 Q3	$578K	Buy	+31,748	New	+$614K	0.01%	946

Other funds holding TIPX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Atria Wealth Solutions's TIPX Position: Q3 2024 in Review

Atria Wealth Solutions sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 10,124 shares — an estimated $187K sold.

Atria Wealth Solutions first reported a position in TIPX in Q3 2022 and held it in 8 quarters. The position peaked at $634K in Q4 2023. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

Atria Wealth Solutions reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,124 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $187K.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 8 quarters.
Atria Wealth Solutions's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $634K in Q4 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.