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First Personal Financial Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

First Personal Financial Services’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
2023
Q2 		– Sell
-73
Closed -$1.39K – 402
2023
Q1 		$1.39K Buy
+73
New +$1.36K ﹤0.01% 392
2020
Q1 		– Sell
-710
Closed -$14K – 506
2019
Q4 		$14K Buy
+710
New +$13.9K ﹤0.01% 265

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

First Personal Financial Services's TIPX Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2023, closing a stake of 73 shares — an estimated $1.39K sold.

First Personal Financial Services first reported a position in TIPX in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 140 funds tracked by Wall St. Rank hold TIPX as of Q2 2023.

  • First Personal Financial Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 73 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2023, an estimated $1.39K.
  • First Personal Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2019 and held it in 2 quarters.
  • First Personal Financial Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $14K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.