Raymond James Financial Services Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$1.32M	Buy	69,625 +19,118	+38%	+$357K	﹤0.01%	1979
2024 Q2	$933K	Buy	50,507 +10,599	+27%	+$195K	﹤0.01%	2130
2024 Q1	$744K	Sell	39,908 -17,130	-30%	-$318K	﹤0.01%	2245
2023 Q4	$1.06M	Sell	57,038 -86,386	-60%	-$1.57M	﹤0.01%	1947
2023 Q3	$2.59M	Buy	143,424 +33,114	+30%	+$605K	﹤0.01%	1363
2023 Q2	$2.04M	Sell	110,310 -25,933	-19%	-$485K	﹤0.01%	1501
2023 Q1	$2.59M	Sell	136,243 -218,074	-62%	-$4.07M	﹤0.01%	1338
2022 Q4	$6.54M	Sell	354,317 -7,091	-2%	-$131K	0.01%	845
2022 Q3	$6.58M	Buy	361,408 +2,641	+0.7%	+$51.1K	0.01%	795
2022 Q2	$6.98M	Sell	358,767 -261,941	-42%	-$5.24M	0.02%	772
2022 Q1	$12.8M	Buy	620,708 +315,516	+103%	+$6.58M	0.02%	588
2021 Q4	$6.45M	Buy	+305,192	New	+$6.46M	0.01%	890

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Raymond James Financial Services Advisors's TIPX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 38% in Q3 2024, buying an estimated $357K and bringing the position to 69,625 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Raymond James Financial Services Advisors first reported a position in TIPX in Q4 2021 and has held it in 12 quarters since. The position peaked at $12.8M in Q1 2022. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

Raymond James Financial Services Advisors held 69,625 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.32M as of Q3 2024.
Raymond James Financial Services Advisors bought 19,118 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $357K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1979 holding.
Raymond James Financial Services Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and has held it in 12 quarters since.
Raymond James Financial Services Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12.8M in Q1 2022.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.