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

Washington Trust’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
Q2 		– Sell
-3,563
Closed -$66.4K – 904
2024
Q1 		$66.4K Buy
+3,563
New +$66K ﹤0.01% 418

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Washington Trust's TIPX Position: Q2 2024 in Review

Washington Trust sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 3,563 shares — an estimated $66.4K sold.

Washington Trust first reported a position in TIPX in Q1 2024 and held it in 1 quarter. The position peaked at $66.4K in Q1 2024. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

  • Washington Trust reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Washington Trust sold 3,563 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $66.4K.
  • Washington Trust first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Washington Trust's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $66.4K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.