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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 $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $205M AUM 13.02% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Tidemark's TIPX Position: Q3 2025 in Review

Tidemark sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2025, closing a stake of 79 shares — an estimated $1.51K sold.

Tidemark first reported a position in TIPX in Q4 2023 and held it in 7 quarters. The position peaked at $910K in Q4 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2025.

  • Tidemark reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Tidemark sold 79 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2025, an estimated $1.51K.
  • Tidemark first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 7 quarters.
  • Tidemark's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $910K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2025.

Based on Tidemark's 13F filing for Q3 2025, filed 3 Nov 2025.