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Global Wealth Strategies & Associates’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Global Wealth Strategies & Associates’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
-98
Closed -$1.88K – 455
2025
Q1 		$1.88K Buy
+98
New +$1.84K ﹤0.01% 385

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 $2.78B AUM 23.87% 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 $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 $194M AUM 12.17% 1-Year Est. Return

Global Wealth Strategies & Associates's TIPX Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025, closing a stake of 98 shares — an estimated $1.88K sold.

Global Wealth Strategies & Associates first reported a position in TIPX in Q1 2025 and held it in 1 quarter. The position peaked at $1.88K in Q1 2025. 132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 98 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2025, an estimated $1.88K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.88K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.