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

Private Wealth Group’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
Q2 		– Sell
-162,061
Closed -$3.35M – 48
2022
Q1 		$3.35M Sell
162,061
-7,471
-4% -$156K 2.47% 11
2021
Q4 		$3.58M Buy
+169,532
New +$3.59M 2.43% 11

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Wealth Group's TIPX Position: Q2 2022 in Review

Private Wealth Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2022, closing a stake of 162,061 shares — an estimated $3.35M sold.

Private Wealth Group first reported a position in TIPX in Q4 2021 and held it in 2 quarters. The position peaked at $3.58M in Q4 2021. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2022.

  • Private Wealth Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Private Wealth Group sold 162,061 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2022, an estimated $3.35M.
  • Private Wealth Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Private Wealth Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.58M in Q4 2021.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2022.

Based on Private Wealth Group's 13F filing for Q2 2022, filed 13 Jul 2022.