O'Donnell Financial Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

O'Donnell 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
2022 Q4	–	Sell	-550,877	Closed	-$10M	–	19
2022 Q3	$10M	Sell	550,877 -35,262	-6%	-$682K	34.93%	1
2022 Q2	$11.4M	Sell	586,139 -23,861	-4%	-$478K	9.34%	4
2022 Q1	$12.6M	Sell	610,000 -18,632	-3%	-$388K	5.74%	7
2021 Q4	$13.1M	Buy	628,632 +286,112	+84%	+$6.06M	6.05%	6
2021 Q3	$7.23M	Buy	+342,520	New	+$7.27M	3.47%	9

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

SFM

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

O'Donnell Financial Services's TIPX Position: Q4 2022 in Review

O'Donnell Financial Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2022, closing a stake of 550,877 shares — an estimated $10M sold.

O'Donnell Financial Services first reported a position in TIPX in Q3 2021 and held it in 5 quarters. The position peaked at $13.1M in Q4 2021. 142 funds tracked by Wall St. Rank hold TIPX as of Q4 2022.

O'Donnell Financial Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2022 after selling out during the quarter.
O'Donnell Financial Services sold 550,877 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2022, an estimated $10M.
O'Donnell Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 5 quarters.
O'Donnell Financial Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $13.1M in Q4 2021.
142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2022.

Based on O'Donnell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.