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

MGO Private Wealth’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
Q1 		– Sell
-17,320
Closed -$320K – 129
2022
Q4 		$320K Buy
17,320
+1,818
+12% +$33.6K 0.15% 91
2022
Q3 		$282K Buy
+15,502
New +$300K 0.13% 100

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MGO Private Wealth's TIPX Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 17,320 shares — an estimated $320K sold.

MGO Private Wealth first reported a position in TIPX in Q3 2022 and held it in 2 quarters. The position peaked at $320K in Q4 2022. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 17,320 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $320K.
  • MGO Private Wealth first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $320K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.