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TIPX icon

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

Tidemark’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
Q3 		– Sell
-79
Closed -$1.51K – 701
2025
Q2 		$1.51K Sell
79
-157
-67% -$2.98K ﹤0.01% 620
2025
Q1 		$4.53K Sell
236
-3,782
-94% -$71.1K ﹤0.01% 538
2024
Q4 		$74.3K Sell
4,018
-36,518
-90% -$682K 0.03% 195
2024
Q3 		$768K Buy
40,536
+2,825
+7% +$52.8K 0.32% 50
2024
Q2 		$697K Buy
37,711
+5,620
+18% +$103K 0.32% 51
2024
Q1 		$598K Sell
32,091
-16,861
-34% -$313K 0.33% 62
2023
Q4 		$910K Buy
+48,952
New +$891K 0.57% 34

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
AFA
AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return