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

Kelly Financial Services’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
Q1 		– Sell
-18,488
Closed -$342K – 133
2024
Q4 		$342K Sell
18,488
-9,168
-33% -$171K 0.12% 74
2024
Q3 		$524K Sell
27,656
-835
-3% -$15.6K 0.19% 61
2024
Q2 		$527K Sell
28,491
-4,763
-14% -$87.7K 0.19% 59
2024
Q1 		$620K Sell
33,254
-14,164
-30% -$263K 0.24% 58
2023
Q4 		$881K Sell
47,418
-4,372
-8% -$79.6K 0.36% 40
2023
Q3 		$936K Sell
51,790
-232
-0.4% -$4.24K 0.43% 39
2023
Q2 		$960K Buy
52,022
+3,176
+7% +$59.4K 0.45% 31
2023
Q1 		$930K Sell
48,846
-2,275
-4% -$42.5K 0.47% 29
2022
Q4 		$943K Buy
51,121
+8,166
+19% +$151K 0.5% 33
2022
Q3 		$782K Buy
42,955
+4,507
+12% +$87.2K 0.46% 30
2022
Q2 		$748K Buy
38,448
+8,757
+29% +$175K 0.39% 34
2022
Q1 		$614K Buy
+29,691
New +$619K 0.28% 33

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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Kelly Financial Services's TIPX Position: Q1 2025 in Review

Kelly Financial Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 18,488 shares — an estimated $342K sold.

Kelly Financial Services first reported a position in TIPX in Q1 2022 and held it in 12 quarters. The position peaked at $960K in Q2 2023. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

  • Kelly Financial Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Services sold 18,488 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $342K.
  • Kelly Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 12 quarters.
  • Kelly Financial Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $960K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.