Financial Advocates Investment Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Financial Advocates Investment Management’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 Q4	–	Sell	-25,301	Closed	-$479K	–	813
2024 Q3	$479K	Buy	25,301 +1,296	+5%	+$24.2K	0.03%	466
2024 Q2	$444K	Buy	24,005 +688	+3%	+$12.7K	0.03%	459
2024 Q1	$435K	Sell	23,317 -859	-4%	-$15.9K	0.03%	488
2023 Q4	$449K	Sell	24,176 -1,652	-6%	-$30.1K	0.03%	452
2023 Q3	$467K	Buy	25,828 +7,464	+41%	+$136K	0.03%	431
2023 Q2	$339K	Buy	18,364 +420	+2%	+$7.85K	0.02%	488
2023 Q1	$341K	Buy	17,944 +4,440	+33%	+$82.9K	0.02%	515
2022 Q4	$249K	Buy	+13,504	New	+$249K	0.02%	606

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 $1.37T AUM 24.88% 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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Financial Advocates Investment Management's TIPX Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2024, closing a stake of 25,301 shares — an estimated $479K sold.

Financial Advocates Investment Management first reported a position in TIPX in Q4 2022 and held it in 8 quarters. The position peaked at $479K in Q3 2024. 126 funds tracked by Wall St. Rank hold TIPX as of Q4 2024.

Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 25,301 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2024, an estimated $479K.
Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 8 quarters.
Financial Advocates Investment Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $479K in Q3 2024.
126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.