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ORG Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

ORG Partners’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
2024
Q4 		– Sell
-90
Closed -$1.71K – 1327
2024
Q3 		$1.71K Sell
90
-2,841
-97% -$53.1K ﹤0.01% 961
2024
Q2 		$53.7K Buy
+2,931
New +$54K 0.01% 766
2024
Q1 		– Sell
-218
Closed -$4.05K – 1045
2023
Q4 		$4.05K Buy
+218
New +$3.97K ﹤0.01% 876

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ORG Partners's TIPX Position: Q4 2024 in Review

ORG Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2024, closing a stake of 90 shares — an estimated $1.71K sold.

ORG Partners first reported a position in TIPX in Q4 2023 and held it in 3 quarters. The position peaked at $53.7K in Q2 2024. 126 funds tracked by Wall St. Rank hold TIPX as of Q4 2024.

  • ORG Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • ORG Partners sold 90 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2024, an estimated $1.71K.
  • ORG Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 3 quarters.
  • ORG Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $53.7K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.