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

Western 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
2025
Q3 		– Sell
-10,922
Closed -$209K – 786
2025
Q2 		$209K Buy
10,922
+766
+8% +$14.6K 0.01% 689
2025
Q1 		$195K Buy
10,156
+1
+0% +$19 0.01% 654
2024
Q4 		$188K Buy
10,155
+11
+0.1% +$205 0.01% 645
2024
Q3 		$192K Buy
10,144
+9
+0.1% +$168 0.01% 719
2024
Q2 		$187K Sell
10,135
-5,857
-37% -$108K 0.01% 635
2024
Q1 		$298K Sell
15,992
-18,388
-53% -$341K 0.02% 507
2023
Q4 		$639K Sell
34,380
-3,279
-9% -$59.7K 0.05% 356
2023
Q3 		$681K Buy
37,659
+5,778
+18% +$106K 0.06% 320
2023
Q2 		$589K Sell
31,881
-807
-2% -$15.1K 0.05% 342
2023
Q1 		$622K Sell
32,688
-10,748
-25% -$201K 0.06% 323
2022
Q4 		$801K Sell
43,436
-46,209
-52% -$853K 0.08% 265
2022
Q3 		$1.63M Buy
89,645
+2,659
+3% +$51.4K 0.09% 214
2022
Q2 		$1.69M Buy
86,986
+13,777
+19% +$276K 0.1% 210
2022
Q1 		$1.51M Buy
73,209
+35,337
+93% +$737K 0.07% 256
2021
Q4 		$799K Buy
+37,872
New +$802K 0.08% 240
2021
Q2 		$651K Hold
30,839
– – 0.07% 300
2021
Q1 		$644K Buy
30,839
+18,598
+152% +$389K 0.09% 232
2020
Q4 		$256K Sell
12,241
-35,080
-74% -$725K 0.04% 385
2020
Q3 		$981K Buy
47,321
+35,080
+287% +$724K 0.16% 147
2020
Q2 		$249K Buy
+12,241
New +$246K 0.05% 347

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $194M AUM 12.17% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Western Wealth Management's TIPX Position: Q3 2025 in Review

Western Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2025, closing a stake of 10,922 shares — an estimated $209K sold.

Western Wealth Management first reported a position in TIPX in Q2 2020 and held it in 20 quarters. The position peaked at $1.69M in Q2 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2025.

  • Western Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Western Wealth Management sold 10,922 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2025, an estimated $209K.
  • Western Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2020 and held it in 20 quarters.
  • Western Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.69M in Q2 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.