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

Ladenburg Thalmann 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
2019
Q4 		$97K Sell
4,950
-13,133
-73% -$257K ﹤0.01% 3026
2019
Q3 		$354K Sell
18,083
-19,871
-52% -$389K ﹤0.01% 2038
2019
Q2 		$743K Sell
37,954
-6,197
-14% -$120K 0.01% 1436
2019
Q1 		$854K Buy
44,151
+10,484
+31% +$200K 0.01% 1292
2018
Q4 		$635K Buy
33,667
+10,547
+46% +$199K 0.01% 1360
2018
Q3 		$439K Buy
23,120
+11,906
+106% +$227K ﹤0.01% 1710
2018
Q2 		$215K Hold
11,214
– – ﹤0.01% 2180
2018
Q1 		$215K Buy
11,214
+3,212
+40% +$61.5K ﹤0.01% 2180
2017
Q4 		$154K Buy
8,002
+590
+8% +$11.5K ﹤0.01% 2414
2017
Q3 		$145K Buy
7,412
+527
+8% +$10.3K ﹤0.01% 2347
2017
Q2 		$134K Buy
6,885
+19
+0.3% +$372 ﹤0.01% 2331
2017
Q1 		$135K Buy
6,866
+5,745
+512% +$113K ﹤0.01% 2201
2016
Q4 		$22K Buy
1,121
+617
+122% +$12.1K ﹤0.01% 3431
2016
Q3 		$10K Sell
504
-770
-60% -$15.3K ﹤0.01% 3827
2016
Q2 		$26K Hold
1,274
– – ﹤0.01% 3164
2016
Q1 		$25K Hold
1,274
– – ﹤0.01% 3105
2015
Q4 		$25K Hold
1,274
– – ﹤0.01% 3066
2015
Q3 		$25K Hold
1,274
– – ﹤0.01% 2964
2015
Q2 		$25K Hold
1,274
– – ﹤0.01% 3094
2015
Q1 		$25K Buy
1,274
+346
+37% +$6.68K ﹤0.01% 3056
2014
Q4 		$18K Buy
928
+774
+503% +$15K ﹤0.01% 3065
2014
Q3 		$3K Buy
154
+2
+1% +$39 ﹤0.01% 3587
2014
Q2 		$3K Sell
152
-52
-25% -$1.03K ﹤0.01% 3553
2014
Q1 		$4K Sell
204
-117
-36% -$2.28K ﹤0.01% 3354
2013
Q4 		$6K Buy
+321
New +$6.26K ﹤0.01% 3185

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TIPX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 73% in Q4 2019, selling an estimated $257K and leaving 4,950 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Ladenburg Thalmann Financial Services first reported a position in TIPX in Q4 2013 and has held it in 25 quarters since. The position peaked at $854K in Q1 2019. 40 funds tracked by Wall St. Rank hold TIPX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,950 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $97K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 13,133 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2019, an estimated $257K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3026 holding.
  • Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $854K in Q1 2019.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.