Kelly Financial Services’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,488
| Closed | -$342K | – | 133 |
|
|
2024
Q4 | $342K | Sell |
18,488
-9,168
| -33% | -$170K | 0.12% | 74 |
|
|
2024
Q3 | $524K | Sell |
27,656
-835
| -3% | -$15.8K | 0.19% | 61 |
|
|
2024
Q2 | $527K | Sell |
28,491
-4,763
| -14% | -$88K | 0.19% | 59 |
|
|
2024
Q1 | $620K | Sell |
33,254
-14,164
| -30% | -$264K | 0.24% | 58 |
|
|
2023
Q4 | $881K | Sell |
47,418
-4,372
| -8% | -$81.3K | 0.36% | 40 |
|
|
2023
Q3 | $936K | Sell |
51,790
-232
| -0.4% | -$4.2K | 0.43% | 39 |
|
|
2023
Q2 | $960K | Buy |
52,022
+3,176
| +7% | +$58.6K | 0.45% | 31 |
|
|
2023
Q1 | $930K | Sell |
48,846
-2,275
| -4% | -$43.3K | 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% | +$82.1K | 0.46% | 30 |
|
|
2022
Q2 | $748K | Buy |
38,448
+8,757
| +29% | +$170K | 0.39% | 34 |
|
|
2022
Q1 | $614K | Buy |
+29,691
| New | +$614K | 0.28% | 33 |
|