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

Cetera Advisors’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	$1.21M	Buy	64,968 +20,787	+47%	+$385K	0.01%	1066
2023 Q4	$821K	Sell	44,181 -4,085	-8%	-$74.4K	0.01%	856
2023 Q3	$873K	Buy	48,266 +24,326	+102%	+$445K	0.01%	782
2023 Q2	$442K	Buy	+23,940	New	+$448K	0.01%	1124
2022 Q2	–	Sell	-22,019	Closed	-$455K	–	1472
2022 Q1	$455K	Buy	22,019 +1,306	+6%	+$27.2K	0.01%	930
2021 Q4	$437K	Buy	20,713 +1,372	+7%	+$29.1K	0.01%	946
2021 Q3	$408K	Buy	19,341 +596	+3%	+$12.6K	0.01%	960
2021 Q2	$396K	Buy	18,745 +3,834	+26%	+$80.8K	0.01%	922
2021 Q1	$311K	Buy	+14,911	New	+$312K	0.01%	932

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

DJSG

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $994M AUM 15.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Cetera Advisors's TIPX Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 47% in Q1 2024, buying an estimated $385K and bringing the position to 64,968 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1066.

Cetera Advisors first reported a position in TIPX in Q1 2021 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

Cetera Advisors held 64,968 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.21M as of Q1 2024.
Cetera Advisors bought 20,787 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $385K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1066 holding.
Cetera Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2021 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

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