GM
TIPX icon

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

GeoWealth 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
2025
Q4 		– Sell
-9,481
Closed -$183K – 826
2025
Q3 		$183K Sell
9,481
-125,859
-93% -$2.42M 0.01% 702
2025
Q2 		$2.59M Sell
135,340
-164,875
-55% -$3.13M 0.1% 122
2025
Q1 		$5.76M Buy
300,215
+244,037
+434% +$4.59M 0.23% 56
2024
Q4 		$1.04M Sell
56,178
-71
-0.1% -$1.33K 0.03% 286
2024
Q3 		$1.07M Buy
56,249
+24,905
+79% +$466K 0.04% 285
2024
Q2 		$579K Sell
31,344
-61,661
-66% -$1.14M 0.03% 394
2024
Q1 		$1.73M Sell
93,005
-42,779
-32% -$793K 0.07% 196
2023
Q4 		$2.52M Sell
135,784
-10,558
-7% -$192K 0.21% 101
2023
Q3 		$2.65M Buy
146,342
+33,336
+29% +$610K 0.3% 83
2023
Q2 		$2.09M Buy
113,006
+45,615
+68% +$853K 0.23% 84
2023
Q1 		$1.28M Sell
67,391
-27,037
-29% -$505K 0.15% 84
2022
Q4 		$1.74M Buy
94,428
+29,807
+46% +$550K 0.18% 86
2022
Q3 		$1.18M Buy
64,621
+24,554
+61% +$475K 0.13% 108
2022
Q2 		$780K Buy
40,067
+358
+0.9% +$7.17K 0.1% 119
2022
Q1 		$821K Buy
+39,709
New +$828K 0.07% 163
2019
Q4 		– Sell
-19,088
Closed -$373K – 207
2019
Q3 		$373K Buy
+19,088
New +$374K 0.08% 128

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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GeoWealth Management's TIPX Position: Q4 2025 in Review

GeoWealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2025, closing a stake of 9,481 shares — an estimated $183K sold.

GeoWealth Management first reported a position in TIPX in Q3 2019 and held it in 16 quarters. The position peaked at $5.76M in Q1 2025. 140 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

  • GeoWealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,481 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $183K.
  • GeoWealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2019 and held it in 16 quarters.
  • GeoWealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5.76M in Q1 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.