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

Tompkins Financial’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
2024
Q3 		– Sell
-320
Closed -$5.91K – 619
2024
Q2 		$5.91K Hold
320
– – ﹤0.01% 511
2024
Q1 		$5.96K Hold
320
– – ﹤0.01% 539
2023
Q4 		$5.95K Buy
+320
New +$5.83K ﹤0.01% 538

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 $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Tompkins Financial's TIPX Position: Q3 2024 in Review

Tompkins Financial sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 320 shares — an estimated $5.91K sold.

Tompkins Financial first reported a position in TIPX in Q4 2023 and held it in 3 quarters. The position peaked at $5.96K in Q1 2024. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

  • Tompkins Financial reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Tompkins Financial sold 320 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $5.91K.
  • Tompkins Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 3 quarters.
  • Tompkins Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5.96K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.