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

HC Financial 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
2022
Q2 		$11K Hold
568
– – 0.01% 227
2022
Q1 		$12K Hold
568
– – 0.01% 229
2021
Q4 		$12K Buy
+568
New +$12K 0.01% 240

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Financial Advisors's TIPX Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2022 at 568 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #227.

HC Financial Advisors first reported a position in TIPX in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q1 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2022.

  • HC Financial Advisors held 568 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $11K as of Q2 2022.
  • HC Financial Advisors left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2022.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #227 holding.
  • HC Financial Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.