Global Financial Private Client’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-5,879	Closed	-$113K	–	1458
2025 Q1	$113K	Hold	5,879	–	–	0.04%	254
2024 Q4	$109K	Buy	5,879 +320	+6%	+$5.98K	0.04%	257
2024 Q3	$105K	Hold	5,559	–	–	0.04%	256
2024 Q2	$103K	Hold	5,559	–	–	0.04%	232
2024 Q1	$103K	Sell	5,559 -25,608	-82%	-$475K	0.04%	234
2023 Q4	$579K	Buy	31,167 +262	+0.8%	+$4.77K	0.27%	98
2023 Q3	$556K	Sell	30,905 -950	-3%	-$17.4K	0.29%	88
2023 Q2	$584K	Sell	31,855 -465	-1%	-$8.69K	0.29%	85
2023 Q1	$611K	Buy	32,320 +24,999	+341%	+$467K	0.32%	76
2022 Q4	$135K	Buy	7,321 +6,266	+594%	+$116K	0.08%	169
2022 Q3	$19.4K	Buy	+1,055	New	+$20.4K	0.01%	356

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Global Financial Private Client's TIPX Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025, closing a stake of 5,879 shares — an estimated $113K sold.

Global Financial Private Client first reported a position in TIPX in Q3 2022 and held it in 11 quarters. The position peaked at $611K in Q1 2023. 132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 5,879 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2025, an estimated $113K.
Global Financial Private Client first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 11 quarters.
Global Financial Private Client's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $611K in Q1 2023.
132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.