Cetera Advisor Networks’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Cetera Advisor Networks’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 Q1	$1.87M	Sell	100,084 -29,945	-23%	-$555K	0.01%	1067
2023 Q4	$2.42M	Sell	130,029 -23,840	-15%	-$434K	0.01%	887
2023 Q3	$2.78M	Buy	153,869 +726	+0.5%	+$13.3K	0.02%	764
2023 Q2	$2.83M	Sell	153,143 -42,387	-22%	-$793K	0.02%	730
2023 Q1	$3.72M	Buy	195,530 +9,190	+5%	+$172K	0.03%	604
2022 Q4	$3.44M	Buy	186,340 +68,355	+58%	+$1.26M	0.03%	594
2022 Q3	$2.15M	Buy	117,985 +27,718	+31%	+$536K	0.03%	562
2022 Q2	$1.76M	Sell	90,267 -16,203	-15%	-$324K	0.02%	636
2022 Q1	$2.2M	Buy	106,470 +13,353	+14%	+$278K	0.03%	580
2021 Q4	$1.97M	Buy	+93,117	New	+$1.97M	0.02%	611
2020 Q3	–	Sell	-2,670	Closed	-$54K	–	2860
2020 Q2	$54K	Buy	+2,670	New	+$53.6K	﹤0.01%	1858

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFM

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Advisor Networks's TIPX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 23% in Q1 2024, selling an estimated $555K and leaving 100,084 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #1067.

Cetera Advisor Networks first reported a position in TIPX in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.72M in Q1 2023. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

Cetera Advisor Networks held 100,084 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.87M as of Q1 2024.
Cetera Advisor Networks sold 29,945 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $555K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1067 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.72M in Q1 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.