Janney Montgomery Scott’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-133,131	Closed	-$2.48M	–	2831
2023 Q4	$2.48M	Sell	133,131 -28,493	-18%	-$519K	0.01%	1018
2023 Q3	$2.92M	Sell	161,624 -18,196	-10%	-$333K	0.01%	869
2023 Q2	$3.32M	Sell	179,820 -4,822	-3%	-$90.2K	0.01%	847
2023 Q1	$3.51M	Buy	184,642 +92,634	+101%	+$1.73M	0.01%	744
2022 Q4	$1.7M	Buy	92,008 +34,299	+59%	+$633K	0.01%	1100
2022 Q3	$1.05M	Buy	57,709 +11,510	+25%	+$223K	﹤0.01%	1278
2022 Q2	$900K	Sell	46,199 -53,598	-54%	-$1.07M	﹤0.01%	1301
2022 Q1	$2.06M	Buy	99,797 +34,350	+52%	+$716K	0.01%	903
2021 Q4	$1.38M	Sell	65,447 -910	-1%	-$19.3K	0.01%	1161
2021 Q3	$1.4M	Buy	+66,357	New	+$1.41M	0.01%	1119

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 $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SFM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Janney Montgomery Scott's TIPX Position: Q1 2024 in Review

Janney Montgomery Scott sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2024, closing a stake of 133,131 shares — an estimated $2.48M sold.

Janney Montgomery Scott first reported a position in TIPX in Q3 2021 and held it in 10 quarters. The position peaked at $3.51M in Q1 2023. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

Janney Montgomery Scott reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2024 after selling out during the quarter.
Janney Montgomery Scott sold 133,131 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $2.48M.
Janney Montgomery Scott first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 10 quarters.
Janney Montgomery Scott's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.51M in Q1 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.