Meridian Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Meridian Wealth Management’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	-11,695	Closed	-$216K	–	649
2024 Q4	$216K	Sell	11,695 -9,516	-45%	-$178K	0.01%	590
2024 Q3	$402K	Sell	21,211 -19,365	-48%	-$362K	0.02%	458
2024 Q2	$750K	Buy	+40,576	New	+$747K	0.09%	141
2024 Q1	–	Sell	-16,910	Closed	-$314K	–	513
2023 Q4	$314K	Buy	16,910 +4,975	+42%	+$90.6K	0.02%	489
2023 Q3	$216K	Sell	11,935 -10,579	-47%	-$193K	0.01%	504
2023 Q2	$416K	Buy	22,514 +496	+2%	+$9.27K	0.04%	363
2023 Q1	$419K	Buy	+22,018	New	+$411K	0.04%	353
2019 Q3	–	Sell	-1,561	Closed	-$306	–	460
2019 Q2	$306	Buy	+1,561	New	+$30.2K	0.01%	457

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Meridian Wealth Management's TIPX Position: Q1 2025 in Review

Meridian Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 11,695 shares — an estimated $216K sold.

Meridian Wealth Management first reported a position in TIPX in Q2 2019 and held it in 8 quarters. The position peaked at $750K in Q2 2024. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

Meridian Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Management sold 11,695 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $216K.
Meridian Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2019 and held it in 8 quarters.
Meridian Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $750K in Q2 2024.
135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.