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

Owen LaRue’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 Q2	–	Sell	-25,783	Closed	-$476K	–	93
2023 Q1	$476K	Hold	25,783	–	–	0.52%	44
2022 Q4	$476K	Buy	+25,783	New	+$476K	0.52%	44

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFM

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

Owen LaRue's TIPX Position: Q2 2023 in Review

Owen LaRue sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2023, closing a stake of 25,783 shares — an estimated $476K sold.

Owen LaRue first reported a position in TIPX in Q4 2022 and held it in 2 quarters. The position peaked at $476K in Q1 2023. 140 funds tracked by Wall St. Rank hold TIPX as of Q2 2023.

Owen LaRue reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2023 after selling out during the quarter.
Owen LaRue sold 25,783 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2023, an estimated $476K.
Owen LaRue first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 2 quarters.
Owen LaRue's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $476K in Q1 2023.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.