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

Eldridge Investment 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
Q2 		– Sell
-64,500
Closed -$1.2M – 149
2024
Q1 		$1.2M Buy
+64,500
New +$1.2M 0.31% 69
2023
Q4 		– Sell
-85,401
Closed -$1.54M – 152
2023
Q3 		$1.54M Buy
+85,401
New +$1.56M 0.51% 42

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 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 $374B AUM 17.66% 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 $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Eldridge Investment Advisors's TIPX Position: Q2 2024 in Review

Eldridge Investment Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 64,500 shares — an estimated $1.2M sold.

Eldridge Investment Advisors first reported a position in TIPX in Q3 2023 and held it in 2 quarters. The position peaked at $1.54M in Q3 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

  • Eldridge Investment Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 64,500 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $1.2M.
  • Eldridge Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and held it in 2 quarters.
  • Eldridge Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.54M in Q3 2023.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Eldridge Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.