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

Strategic Asset 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
2022 Q3	$32K	Buy	2,754 +1,461	+113%	+$28.3K	0.06%	197
2022 Q2	$25K	Sell	1,293 -561	-30%	-$11.2K	0.04%	234
2022 Q1	$38K	Buy	1,854 +1,540	+490%	+$32.1K	0.05%	196
2021 Q4	$7K	Hold	314	–	–	0.01%	412
2021 Q3	$7K	Buy	+314	New	+$6.66K	0.01%	376

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

SFM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Strategic Asset Management's TIPX Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 113% in Q3 2022, buying an estimated $28.3K and bringing the position to 2,754 shares worth $32K. The position accounts for 0.06% of the portfolio, ranked #197.

Strategic Asset Management first reported a position in TIPX in Q3 2021 and has held it in 5 quarters since. The position peaked at $38K in Q1 2022. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

Strategic Asset Management held 2,754 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $32K as of Q3 2022.
Strategic Asset Management bought 1,461 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $28.3K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.06% of Strategic Asset Management's portfolio in Q3 2022, its #197 holding.
Strategic Asset Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $38K in Q1 2022.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.