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

Wealth Effects’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
2022
Q4 		– Sell
-22,630
Closed -$412K – 207
2022
Q3 		$412K Buy
+22,630
New +$438K 0.25% 91

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Wealth Effects's TIPX Position: Q4 2022 in Review

Wealth Effects sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2022, closing a stake of 22,630 shares — an estimated $412K sold.

Wealth Effects first reported a position in TIPX in Q3 2022 and held it in 1 quarter. The position peaked at $412K in Q3 2022. 142 funds tracked by Wall St. Rank hold TIPX as of Q4 2022.

  • Wealth Effects reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 22,630 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2022, an estimated $412K.
  • Wealth Effects first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 1 quarter.
  • Wealth Effects's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $412K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.