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

Tradition Wealth 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
2024
Q4 		– Sell
-12,823
Closed -$243K – 441
2024
Q3 		$243K Sell
12,823
-1,339
-9% -$25K 0.02% 361
2024
Q2 		$262K Sell
14,162
-4,502
-24% -$82.9K 0.03% 332
2024
Q1 		$348K Sell
18,664
-115,030
-86% -$2.13M 0.04% 279
2023
Q4 		$2.48M Sell
133,694
-177,460
-57% -$3.23M 0.26% 69
2023
Q3 		$5.63M Sell
311,154
-9,717
-3% -$178K 0.67% 39
2023
Q2 		$5.92M Sell
320,871
-28,427
-8% -$532K 0.69% 39
2023
Q1 		$6.65M Buy
349,298
+14,116
+4% +$264K 0.83% 33
2022
Q4 		$6.18M Buy
335,182
+30,206
+10% +$558K 0.87% 31
2022
Q3 		$5.55M Buy
304,976
+28,407
+10% +$550K 0.83% 37
2022
Q2 		$5.38M Buy
276,569
+103,578
+60% +$2.07M 0.78% 36
2022
Q1 		$3.58M Buy
172,991
+165,491
+2,207% +$3.45M 0.46% 58
2021
Q4 		$158K Buy
+7,500
New +$159K 0.02% 335

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 $2.78B AUM 23.87% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Tradition Wealth Management's TIPX Position: Q4 2024 in Review

Tradition Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2024, closing a stake of 12,823 shares — an estimated $243K sold.

Tradition Wealth Management first reported a position in TIPX in Q4 2021 and held it in 12 quarters. The position peaked at $6.65M in Q1 2023. 126 funds tracked by Wall St. Rank hold TIPX as of Q4 2024.

  • Tradition Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 12,823 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2024, an estimated $243K.
  • Tradition Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 12 quarters.
  • Tradition Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $6.65M in Q1 2023.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.