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

Aveo Capital Partners’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
Q1 		– Sell
-24,229
Closed -$448K – 322
2024
Q4 		$448K Buy
24,229
+968
+4% +$18.1K 0.05% 224
2024
Q3 		$441K Buy
23,261
+1,971
+9% +$36.9K 0.05% 218
2024
Q2 		$393K Buy
21,290
+880
+4% +$16.2K 0.04% 224
2024
Q1 		$375K Sell
20,410
-10,397
-34% -$193K 0.04% 264
2023
Q4 		$573K Sell
30,807
-976
-3% -$17.8K 0.07% 188
2023
Q3 		$575K Buy
31,783
+149
+0.5% +$2.72K 0.08% 179
2023
Q2 		$584K Buy
31,634
+1,444
+5% +$27K 0.07% 183
2023
Q1 		$575K Sell
30,190
-1,688
-5% -$31.5K 0.08% 174
2022
Q4 		$588K Buy
31,878
+3,520
+12% +$65K 0.09% 164
2022
Q3 		$516K Sell
28,358
-673
-2% -$13K 0.09% 164
2022
Q2 		$565K Buy
29,031
+2,671
+10% +$53.5K 0.09% 166
2022
Q1 		$545K Buy
+26,360
New +$550K 0.1% 168

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

Aveo Capital Partners's TIPX Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 24,229 shares — an estimated $448K sold.

Aveo Capital Partners first reported a position in TIPX in Q1 2022 and held it in 12 quarters. The position peaked at $588K in Q4 2022. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 24,229 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $448K.
  • Aveo Capital Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 12 quarters.
  • Aveo Capital Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $588K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.