Glen Eagle Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Glen Eagle Advisors’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 Q3	–	Sell	-785	Closed	-$14.5K	–	1069
2023 Q2	$14.5K	Hold	785	–	–	﹤0.01%	582
2023 Q1	$14.9K	Sell	785 -84	-10%	-$1.57K	﹤0.01%	555
2022 Q4	$16K	Buy	869 +84	+11%	+$1.55K	﹤0.01%	527
2022 Q3	$14.3K	Hold	785	–	–	﹤0.01%	535
2022 Q2	$15.3K	Hold	785	–	–	﹤0.01%	551
2022 Q1	$16.2K	Hold	785	–	–	﹤0.01%	545
2021 Q4	$16.6K	Hold	785	–	–	﹤0.01%	536
2021 Q3	$16.6K	Hold	785	–	–	﹤0.01%	588
2021 Q2	$16.6K	Hold	785	–	–	0.01%	589
2021 Q1	$16.4K	Hold	785	–	–	0.01%	563
2020 Q4	$16.4K	Hold	785	–	–	0.01%	533
2020 Q3	$16.3K	Hold	785	–	–	0.01%	502
2020 Q2	$16K	Hold	785	–	–	0.01%	477
2020 Q1	$15.4K	Hold	785	–	–	0.01%	444
2019 Q4	$15.4K	Hold	785	–	–	0.01%	504
2019 Q3	$15.4K	Buy	+785	New	+$15.4K	0.01%	445

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

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Glen Eagle Advisors's TIPX Position: Q3 2023 in Review

Glen Eagle Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 785 shares — an estimated $14.5K sold.

Glen Eagle Advisors first reported a position in TIPX in Q3 2019 and held it in 16 quarters. The position peaked at $16.6K in Q2 2021. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

Glen Eagle Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
Glen Eagle Advisors sold 785 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $14.5K.
Glen Eagle Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2019 and held it in 16 quarters.
Glen Eagle Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $16.6K in Q2 2021.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on Glen Eagle Advisors's 13F filing for Q3 2023, filed 13 Aug 2024.