TIPX — SPDR SER TR

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR SER TR (TIPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q2)
Avg. % of fund
0.0%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,264 +48 +3.9% 0.00% $24K $19.04
2023 Q4 UNCHANGED 1,216 — 0% 0.00% $23K $17.26
2023 Q1 UNCHANGED 1,216 — 0% 0.00% $23K $17.05
2022 Q4 ADDED 1,216 +1,190 +4576.9% 0.00% $22K $16.53
2021 Q2 REDUCED 26 -10,454 -99.8% 0.00% $1K $17.35
2019 Q3 UNCHANGED 10,480 — 0% 0.01% $205K $15.52
2019 Q2 ADDED 10,480 +7,655 +271.0% 0.01% $205K $15.41
2019 Q1 INITIATED 2,825 — — 0.00% $55K —
% of Fund (quarterly)    TIPX price (monthly, adj. close)

Other funds also holding TIPX

As of 2025 Q4 — sorted by position size

Treasure Coast Financial Planning 3Y 5.72% Brio Consultants, LLC 3Y 7Y 2.35% Aspire Private Capital, LLC 3Y 7Y 1.33% ST GERMAIN D J CO INC 3Y 7Y 1.08% Hibernia Wealth Partners, LLC 1.02% Raleigh Capital Management Inc. 3Y 0.8% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.65% Lynx Investment Advisory 0.62% Continuum Advisory, LLC 3Y 0.55% LANDMARK WEALTH MANAGEMENT, INC. 0.53%
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