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

Hobbs Group 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
2024
Q4 		– Sell
-240
Closed -$4.55K – 567
2024
Q3 		$4.55K Hold
240
– – ﹤0.01% 506
2024
Q2 		$4.43K Buy
+240
New +$4.42K ﹤0.01% 471
2023
Q4 		$4.46K Buy
+240
New +$4.37K ﹤0.01% 420

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 $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Hobbs Group Advisors's TIPX Position: Q4 2024 in Review

Hobbs Group Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2024, closing a stake of 240 shares — an estimated $4.55K sold.

Hobbs Group Advisors first reported a position in TIPX in Q4 2023 and held it in 3 quarters. The position peaked at $4.55K in Q3 2024. 126 funds tracked by Wall St. Rank hold TIPX as of Q4 2024.

  • Hobbs Group Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 240 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2024, an estimated $4.55K.
  • Hobbs Group Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $4.55K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.