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Realta Investment Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Realta Investment 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
2025
Q2 		– Sell
-226
Closed -$4.34K – 338
2025
Q1 		$4.34K Buy
+226
New +$4.25K ﹤0.01% 301
2024
Q3 		– Sell
-3,832
Closed -$70.8K – 731
2024
Q2 		$70.8K Buy
3,832
+73
+2% +$1.34K 0.01% 500
2024
Q1 		$70.1K Buy
+3,759
New +$69.7K 0.01% 517

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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Realta Investment Advisors's TIPX Position: Q2 2025 in Review

Realta Investment Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025, closing a stake of 226 shares — an estimated $4.34K sold.

Realta Investment Advisors first reported a position in TIPX in Q1 2024 and held it in 3 quarters. The position peaked at $70.8K in Q2 2024. 132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

  • Realta Investment Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 226 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2025, an estimated $4.34K.
  • Realta Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and held it in 3 quarters.
  • Realta Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $70.8K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.