Gladstone Institutional Advisory’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-26,101	Closed	-$482K	–	711
2022 Q4	$482K	Sell	26,101 -7,418	-22%	-$137K	0.03%	404
2022 Q3	$610K	Sell	33,519 -3,054	-8%	-$59.1K	0.05%	354
2022 Q2	$712K	Buy	+36,573	New	+$732K	0.06%	338

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's TIPX Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 26,101 shares — an estimated $482K sold.

Gladstone Institutional Advisory first reported a position in TIPX in Q2 2022 and held it in 3 quarters. The position peaked at $712K in Q2 2022. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

Gladstone Institutional Advisory reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 26,101 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $482K.
Gladstone Institutional Advisory first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 3 quarters.
Gladstone Institutional Advisory's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $712K in Q2 2022.
137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.