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Oppenheimer & Co’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Oppenheimer & Co’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
-79,536
Closed -$1.45M – 1428
2022
Q3 		$1.45M Sell
79,536
-600,658
-88% -$11.6M 0.03% 528
2022
Q2 		$13.2M Buy
680,194
+94,460
+16% +$1.89M 0.28% 68
2022
Q1 		$12.1M Buy
+585,734
New +$12.2M 0.22% 90

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Morgan Stanley
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

Oppenheimer & Co's TIPX Position: Q4 2022 in Review

Oppenheimer & Co sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2022, closing a stake of 79,536 shares — an estimated $1.45M sold.

Oppenheimer & Co first reported a position in TIPX in Q1 2022 and held it in 3 quarters. The position peaked at $13.2M in Q2 2022. 142 funds tracked by Wall St. Rank hold TIPX as of Q4 2022.

  • Oppenheimer & Co reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 79,536 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2022, an estimated $1.45M.
  • Oppenheimer & Co first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 3 quarters.
  • Oppenheimer & Co's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $13.2M in Q2 2022.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2022.

Based on Oppenheimer & Co's 13F filing for Q4 2022, filed 8 Feb 2023.