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

MCF 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
2023 Q3	–	Sell	-24	Closed	-$448	–	948
2023 Q2	$448	Hold	24	–	–	﹤0.01%	831
2023 Q1	$457	Hold	24	–	–	﹤0.01%	823
2022 Q4	$443	Sell	24 -18	-43%	-$332	﹤0.01%	795
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	786
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	744
2022 Q1	$1K	Buy	+42	New	+$876	﹤0.01%	748
2021 Q4	–	Sell	-648	Closed	-$14K	–	616
2021 Q3	$14K	Buy	648 +22	+4%	+$467	﹤0.01%	457
2021 Q2	$13K	Buy	626 +60	+11%	+$1.26K	﹤0.01%	427
2021 Q1	$12K	Buy	566 +60	+12%	+$1.26K	﹤0.01%	413
2020 Q4	$11K	Buy	506 +17	+3%	+$352	﹤0.01%	384
2020 Q3	$10K	Buy	489 +57	+13%	+$1.18K	﹤0.01%	385
2020 Q2	$9K	Buy	432 +135	+45%	+$2.71K	﹤0.01%	380
2020 Q1	$6K	Sell	297 -132	-31%	-$2.6K	﹤0.01%	399
2019 Q4	$8K	Sell	429 -110	-20%	-$2.15K	﹤0.01%	382
2019 Q3	$11K	Hold	539	–	–	﹤0.01%	360
2019 Q2	$11K	Buy	539 +13	+2%	+$252	﹤0.01%	351
2019 Q1	$10K	Buy	526 +77	+17%	+$1.47K	﹤0.01%	348
2018 Q4	$8K	Buy	+449	New	+$8.46K	﹤0.01%	368

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

SFM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

MCF Advisors's TIPX Position: Q3 2023 in Review

MCF Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 24 shares — an estimated $448 sold.

MCF Advisors first reported a position in TIPX in Q4 2018 and held it in 18 quarters. The position peaked at $14K in Q3 2021. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

MCF Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
MCF Advisors sold 24 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $448.
MCF Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2018 and held it in 18 quarters.
MCF Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $14K in Q3 2021.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on MCF Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.