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Royal Fund Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Royal Fund Management’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
2018
Q2 		– Sell
-1,860
Closed -$35K – 638
2018
Q1 		$35K Sell
1,860
-14,252
-88% -$273K 0.01% 226
2017
Q4 		$310K Buy
+16,112
New +$314K 0.11% 86

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Royal Fund Management's TIPX Position: Q2 2018 in Review

Royal Fund Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2018, closing a stake of 1,860 shares — an estimated $35K sold.

Royal Fund Management first reported a position in TIPX in Q4 2017 and held it in 2 quarters. The position peaked at $310K in Q4 2017. 20 funds tracked by Wall St. Rank hold TIPX as of Q2 2018.

  • Royal Fund Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2018 after selling out during the quarter.
  • Royal Fund Management sold 1,860 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2018, an estimated $35K.
  • Royal Fund Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2017 and held it in 2 quarters.
  • Royal Fund Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $310K in Q4 2017.
  • 20 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2018.

Based on Royal Fund Management's 13F filing for Q2 2018, filed 7 May 2020.