PTC
TIPX icon

Private Trust Company’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Private Trust Company’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
2026
Q1 		$6.89K Buy
359
+21
+6% +$403 ﹤0.01% 2098
2025
Q4 		$6.45K Hold
338
– – ﹤0.01% 2087
2025
Q3 		$6.52K Buy
338
+16
+5% +$307 ﹤0.01% 2068
2025
Q2 		$6.16K Sell
322
-2
-0.6% -$38 ﹤0.01% 1982
2025
Q1 		$6.22K Buy
+324
New +$6.09K ﹤0.01% 1958
2024
Q3 		– Sell
-5,486
Closed -$101K – 2352
2024
Q2 		$101K Sell
5,486
-18
-0.3% -$331 0.01% 879
2024
Q1 		$103K Hold
5,504
– – 0.01% 859
2023
Q4 		$102K Sell
5,504
-3,869
-41% -$70.4K 0.01% 827
2023
Q3 		$169K Sell
9,373
-774
-8% -$14.2K 0.02% 622
2023
Q2 		$187K Sell
10,147
-3,138
-24% -$58.7K 0.02% 586
2023
Q1 		$253K Sell
13,285
-12,589
-49% -$235K 0.03% 473
2022
Q4 		$477K Buy
25,874
+280
+1% +$5.17K 0.07% 298
2022
Q3 		$466K Buy
25,594
+23,165
+954% +$448K 0.08% 290
2022
Q2 		$47K Buy
+2,429
New +$48.6K 0.01% 953

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
PRP
Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return