SFM
TIPX icon

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

Signet Financial 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
2024
Q3 		– Sell
-528,995
Closed -$9.78M – 277
2024
Q2 		$9.78M Buy
528,995
+2,756
+0.5% +$50.7K 1.32% 12
2024
Q1 		$9.81M Buy
526,239
+28,703
+6% +$532K 1.35% 10
2023
Q4 		$9.25M Buy
497,536
+19,875
+4% +$362K 1.38% 9
2023
Q3 		$8.64M Buy
477,661
+42,753
+10% +$782K 1.43% 9
2023
Q2 		$8.03M Buy
434,908
+17,829
+4% +$333K 1.27% 9
2023
Q1 		$7.94M Sell
417,079
-122,946
-23% -$2.3M 1.34% 9
2022
Q4 		$9.96M Sell
540,025
-480,385
-47% -$8.87M 1.78% 9
2022
Q3 		$18.6M Buy
1,020,410
+88,240
+9% +$1.71M 3.64% 4
2022
Q2 		$18.1M Buy
932,170
+39,638
+4% +$793K 3.45% 4
2022
Q1 		$18.5M Buy
892,532
+17,700
+2% +$369K 3.09% 4
2021
Q4 		$18.5M Buy
874,832
+38,511
+5% +$816K 2.8% 5
2021
Q3 		$17.6M Buy
836,321
+52,997
+7% +$1.12M 3.05% 4
2021
Q2 		$16.6M Buy
783,324
+68,280
+10% +$1.44M 5.67% 3
2021
Q1 		$14.9M Buy
715,044
+103,221
+17% +$2.16M 2.8% 5
2020
Q4 		$12.8M Buy
611,823
+163,214
+36% +$3.38M 2.59% 6
2020
Q3 		$9.22M Buy
448,609
+81,671
+22% +$1.69M 2.04% 8
2020
Q2 		$7.58M Buy
366,938
+40,183
+12% +$806K 1.69% 11
2020
Q1 		$6.53M Buy
326,755
+28,840
+10% +$568K 1.54% 11
2019
Q4 		$5.84M Buy
297,915
+9,591
+3% +$188K 1.09% 24
2019
Q3 		$5.62M Buy
288,324
+1,176
+0.4% +$23K 1.1% 23
2019
Q2 		$5.6M Buy
287,148
+11,397
+4% +$221K 1.11% 22
2019
Q1 		$5.29M Buy
275,751
+473
+0.2% +$9.02K 1.04% 28
2018
Q4 		$5.19M Sell
275,278
-6,754
-2% -$127K 1.13% 25
2018
Q3 		$5.36M Buy
282,032
+36,938
+15% +$706K 0.94% 30
2018
Q2 		$4.72M Buy
245,094
+61,076
+33% +$1.17M 0.83% 42
2018
Q1 		$3.53M Buy
184,018
+111,176
+153% +$2.13M 0.64% 60
2017
Q4 		$1.41M Buy
+72,842
New +$1.42M 0.26% 97

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 $2.78B AUM 23.87% 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
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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Signet Financial Management's TIPX Position: Q3 2024 in Review

Signet Financial Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 528,995 shares — an estimated $9.78M sold.

Signet Financial Management first reported a position in TIPX in Q4 2017 and held it in 27 quarters. The position peaked at $18.6M in Q3 2022. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

  • Signet Financial Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Signet Financial Management sold 528,995 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $9.78M.
  • Signet Financial Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2017 and held it in 27 quarters.
  • Signet Financial Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $18.6M in Q3 2022.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Signet Financial Management's 13F filing for Q3 2024, filed 23 Oct 2024.