Bank of New York Mellon
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Bank of New York Mellon’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Bank of New York Mellon’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
Q2 		– Sell
-13,535
Closed -$252K – 4260
2024
Q1 		$252K Buy
+13,535
New +$251K ﹤0.01% 3855
2023
Q4 		– Sell
-10,266
Closed -$186K – 4382
2023
Q3 		$186K Buy
+10,266
New +$188K ﹤0.01% 3979

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon's TIPX Position: Q2 2024 in Review

Bank of New York Mellon sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 13,535 shares — an estimated $252K sold.

Bank of New York Mellon first reported a position in TIPX in Q3 2023 and held it in 2 quarters. The position peaked at $252K in Q1 2024. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

  • Bank of New York Mellon reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 13,535 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $252K.
  • Bank of New York Mellon first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and held it in 2 quarters.
  • Bank of New York Mellon's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $252K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Bank of New York Mellon's 13F filing for Q2 2024, filed 25 Jul 2024.