Hilltop Holdings’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Hilltop Holdings’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 Q2	–	Sell	-32,855	Closed	-$625K	–	604
2023 Q1	$625K	Sell	32,855 -4,385	-12%	-$81.9K	0.08%	239
2022 Q4	$687K	Sell	37,240 -364	-1%	-$6.72K	0.09%	218
2022 Q3	$685K	Sell	37,604 -742	-2%	-$14.4K	0.09%	206
2022 Q2	$746K	Sell	38,346 -152	-0.4%	-$3.04K	0.1%	203
2022 Q1	$796K	Sell	38,498 -1,589	-4%	-$33.1K	0.09%	206
2021 Q4	$847K	Buy	40,087 +404	+1%	+$8.56K	0.09%	219
2021 Q3	$837K	Buy	+39,683	New	+$842K	0.09%	212

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

SFM

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

Hilltop Holdings's TIPX Position: Q2 2023 in Review

Hilltop Holdings sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2023, closing a stake of 32,855 shares — an estimated $625K sold.

Hilltop Holdings first reported a position in TIPX in Q3 2021 and held it in 7 quarters. The position peaked at $847K in Q4 2021. 140 funds tracked by Wall St. Rank hold TIPX as of Q2 2023.

Hilltop Holdings reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2023 after selling out during the quarter.
Hilltop Holdings sold 32,855 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2023, an estimated $625K.
Hilltop Holdings first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 7 quarters.
Hilltop Holdings's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $847K in Q4 2021.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2023.

Based on Hilltop Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.