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Money Concepts Capital’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Money Concepts Capital’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
-6,168
Closed -$114K – 2658
2022
Q4 		$114K Buy
+6,168
New +$114K 0.01% 917
2022
Q2 		– Sell
-352
Closed -$7K – 2520
2022
Q1 		$7K Buy
+352
New +$7.34K ﹤0.01% 2093

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

Money Concepts Capital's TIPX Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 6,168 shares — an estimated $114K sold.

Money Concepts Capital first reported a position in TIPX in Q1 2022 and held it in 2 quarters. The position peaked at $114K in Q4 2022. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,168 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $114K.
  • Money Concepts Capital first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $114K 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.