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Founders Financial Alliance’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Founders Financial Alliance’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
2025
Q1 		– Sell
-530
Closed -$9.8K – 651
2024
Q4 		$9.8K Hold
530
– – ﹤0.01% 483
2024
Q3 		$10K Hold
530
– – ﹤0.01% 494
2024
Q2 		$9.79K Hold
530
– – ﹤0.01% 473
2024
Q1 		$9.88K Buy
+530
New +$9.82K ﹤0.01% 477

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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Founders Financial Alliance's TIPX Position: Q1 2025 in Review

Founders Financial Alliance sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 530 shares — an estimated $9.8K sold.

Founders Financial Alliance first reported a position in TIPX in Q1 2024 and held it in 4 quarters. The position peaked at $10K in Q3 2024. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

  • Founders Financial Alliance reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 530 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $9.8K.
  • Founders Financial Alliance first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and held it in 4 quarters.
  • Founders Financial Alliance's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $10K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.