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

Spire Wealth 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
2023 Q2	–	Sell	-959	Closed	-$18.3K	–	2537
2023 Q1	$18.3K	Buy	+959	New	+$17.9K	﹤0.01%	1657
2022 Q2	–	Sell	-959	Closed	-$20K	–	2828
2022 Q1	$20K	Hold	959	–	–	﹤0.01%	1820
2021 Q4	$20K	Hold	959	–	–	﹤0.01%	2122
2021 Q3	$20K	Hold	959	–	–	﹤0.01%	1862
2021 Q2	$20K	Hold	959	–	–	﹤0.01%	1873
2021 Q1	$20K	Buy	+959	New	+$20.1K	﹤0.01%	2154

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Spire Wealth Management's TIPX Position: Q2 2023 in Review

Spire Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2023, closing a stake of 959 shares — an estimated $18.3K sold.

Spire Wealth Management first reported a position in TIPX in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q1 2022. 140 funds tracked by Wall St. Rank hold TIPX as of Q2 2023.

Spire Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 959 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2023, an estimated $18.3K.
Spire Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $20K in Q1 2022.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.