AWM
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Avior Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-1,830
Closed -$32.1K – 2185
2024
Q4 		$32.1K Buy
1,830
+15
+0.8% +$280 ﹤0.01% 1287
2024
Q3 		$32.6K Buy
1,815
+13
+0.7% +$243 ﹤0.01% 1265
2024
Q2 		$31.6K Sell
1,802
-267
-13% -$4.92K ﹤0.01% 1243
2024
Q1 		$36.8K Sell
2,069
-73
-3% -$1.35K ﹤0.01% 1351
2023
Q4 		$38.1K Sell
2,142
-2,720
-56% -$49.5K ﹤0.01% 781
2023
Q3 		$86.2K Sell
4,862
-4,295
-47% -$78.5K 0.01% 656
2023
Q2 		$167K Sell
9,157
-1,310
-13% -$24.5K 0.01% 560
2023
Q1 		$197K Buy
10,467
+113
+1% +$2.11K 0.01% 529
2022
Q4 		$189K Sell
10,354
-27
-0.3% -$499 0.01% 471
2022
Q3 		$187K Sell
10,381
-279
-3% -$5.4K 0.02% 459
2022
Q2 		$205K Buy
10,660
+279
+3% +$5.58K 0.02% 417
2022
Q1 		$214K Buy
10,381
+53
+0.5% +$1.1K 0.02% 427
2021
Q4 		$218K Buy
10,328
+62
+0.6% +$1.31K 0.02% 416
2021
Q3 		$216K Buy
10,266
+953
+10% +$20.2K 0.02% 413
2021
Q2 		$216K Sell
9,313
-885
-9% -$18.7K 0.02% 396
2021
Q1 		$212K Sell
10,198
-1,069
-9% -$22.4K 0.02% 393
2020
Q4 		$235K Buy
11,267
+82
+0.7% +$1.7K 0.03% 364
2020
Q3 		$231K Sell
11,185
-32
-0.3% -$660 0.03% 360
2020
Q2 		$228K Buy
11,217
+612
+6% +$12.3K 0.04% 366
2020
Q1 		$208K Buy
10,605
+547
+5% +$10.8K 0.04% 338
2019
Q4 		$197K Buy
10,058
+1,745
+21% +$34.1K 0.03% 375
2019
Q3 		$162K Buy
8,313
+6,359
+325% +$125K 0.03% 380
2019
Q2 		$38K Buy
1,954
+1,917
+5,181% +$37.1K 0.01% 474
2019
Q1 		$0 Buy
+37
New +$706 ﹤0.01% 713

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 $2.53B AUM 17.43% 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

Avior Wealth Management's TIPX Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 1,830 shares — an estimated $32.1K sold.

Avior Wealth Management first reported a position in TIPX in Q1 2019 and held it in 24 quarters. The position peaked at $235K in Q4 2020. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,830 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $32.1K.
  • Avior Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2019 and held it in 24 quarters.
  • Avior Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $235K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.