Capital Investment Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Capital Investment Advisory Services’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
2023 Q4	–	Sell	-967	Closed	-$17.5K	–	1018
2023 Q3	$17.5K	Hold	967	–	–	﹤0.01%	740
2023 Q2	$17.9K	Hold	967	–	–	﹤0.01%	705
2023 Q1	$18.4K	Hold	967	–	–	﹤0.01%	694
2022 Q4	$17.8K	Hold	967	–	–	﹤0.01%	702
2022 Q3	$18K	Hold	967	–	–	﹤0.01%	652
2022 Q2	$19K	Buy	+967	New	+$19.4K	﹤0.01%	667

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DJSG

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Capital Investment Advisory Services's TIPX Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2023, closing a stake of 967 shares — an estimated $17.5K sold.

Capital Investment Advisory Services first reported a position in TIPX in Q2 2022 and held it in 6 quarters. The position peaked at $19K in Q2 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q4 2023.

Capital Investment Advisory Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 967 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2023, an estimated $17.5K.
Capital Investment Advisory Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 6 quarters.
Capital Investment Advisory Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $19K in Q2 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.