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

CX Institutional’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
2022
Q3 		– Sell
-36
Closed -$1K – 1069
2022
Q2 		$1K Buy
+36
New +$721 ﹤0.01% 1163
2021
Q4 		– Sell
-36
Closed -$1K – 839
2021
Q3 		$1K Sell
36
-221
-86% -$4.69K ﹤0.01% 952
2021
Q2 		$5K Sell
257
-2,405
-90% -$50.7K ﹤0.01% 869
2021
Q1 		$56K Sell
2,662
-7,869
-75% -$165K 0.01% 468
2020
Q4 		$220K Sell
10,531
-1,533
-13% -$31.7K 0.02% 285
2020
Q3 		$250K Sell
12,064
-430
-3% -$8.87K 0.03% 247
2020
Q2 		$254K Buy
12,494
+593
+5% +$11.9K 0.03% 229
2020
Q1 		$234K Buy
11,901
+2,745
+30% +$54.1K 0.04% 221
2019
Q4 		$180K Sell
9,156
-1,076
-11% -$21.1K 0.03% 202
2019
Q3 		$200K Buy
+10,232
New +$200K 0.03% 214
2019
Q2 		– Sell
-8,312
Closed -$161K – 991
2019
Q1 		$161K Buy
8,312
+931
+13% +$17.8K 0.03% 229
2018
Q4 		$139K Buy
7,381
+658
+10% +$12.4K 0.03% 186
2018
Q3 		$128K Buy
6,723
+1,546
+30% +$29.5K 0.04% 134
2018
Q2 		$100K Buy
+5,177
New +$99.3K 0.04% 127

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CX Institutional's TIPX Position: Q3 2022 in Review

CX Institutional sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 36 shares — an estimated $1K sold.

CX Institutional first reported a position in TIPX in Q2 2018 and held it in 14 quarters. The position peaked at $254K in Q2 2020. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

  • CX Institutional reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 36 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $1K.
  • CX Institutional first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2018 and held it in 14 quarters.
  • CX Institutional's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $254K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.