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

Strategic Investment Advisors’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 Q4	–	Sell	-10,253	Closed	-$185K	–	252
2023 Q3	$185K	Sell	10,253 -763	-7%	-$14K	0.03%	231
2023 Q2	$203K	Sell	11,016 -3	-0%	-$56	0.03%	183
2023 Q1	$210K	Sell	11,019 -2,826	-20%	-$52.8K	0.04%	228
2022 Q4	$255K	Buy	+13,845	New	+$256K	0.05%	202
2022 Q3	–	Sell	-14,378	Closed	-$280K	–	212
2022 Q2	$280K	Sell	14,378 -557	-4%	-$11.2K	0.06%	180
2022 Q1	$309K	Buy	+14,935	New	+$311K	0.06%	179

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFM

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

Strategic Investment Advisors's TIPX Position: Q4 2023 in Review

Strategic Investment Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2023, closing a stake of 10,253 shares — an estimated $185K sold.

Strategic Investment Advisors first reported a position in TIPX in Q1 2022 and held it in 6 quarters. The position peaked at $309K in Q1 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q4 2023.

Strategic Investment Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2023 after selling out during the quarter.
Strategic Investment Advisors sold 10,253 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2023, an estimated $185K.
Strategic Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 6 quarters.
Strategic Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $309K in Q1 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2023.

Based on Strategic Investment Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.