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Steward Partners Investment Advisory’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-1,517
Closed -$29.3K – 4468
2025
Q3 		$29.3K Buy
+1,517
New +$29.1K ﹤0.01% 2901
2024
Q1 		– Sell
-2,843
Closed -$52.9K – 3669
2023
Q4 		$52.9K Hold
2,843
– – ﹤0.01% 1964
2023
Q3 		$51.4K Hold
2,843
– – ﹤0.01% 1897
2023
Q2 		$52.5K Sell
2,843
-5,183
-65% -$96.9K ﹤0.01% 1860
2023
Q1 		$153K Hold
8,026
– – ﹤0.01% 1402
2022
Q4 		$148K Hold
8,026
– – ﹤0.01% 1381
2022
Q3 		$146K Hold
8,026
– – ﹤0.01% 1337
2022
Q2 		$156K Sell
8,026
-2,202
-22% -$44.1K ﹤0.01% 1310
2022
Q1 		$212K Buy
10,228
+8,106
+382% +$169K ﹤0.01% 1269
2021
Q4 		$45K Buy
2,122
+708
+50% +$15K ﹤0.01% 1974
2021
Q3 		$30K Buy
+1,414
New +$30K ﹤0.01% 2140
2021
Q1 		– Sell
-1,000
Closed -$21K – 3498
2020
Q4 		$21K Buy
+1,000
New +$20.7K ﹤0.01% 2046

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 $376B 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 $761B 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
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return