TIPX — SPDR SER TR

Ownership history in Continuum Advisory, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, 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
5.11% (2021 Q2)
Avg. % of fund
2.05%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 287,237 +20,411 +7.6% 0.55% $5.5M $19.07
2025 Q3 REDUCED 266,826 -41,082 -13.3% 0.54% $5.1M $19.04
2025 Q2 ADDED 307,908 +21,723 +7.6% 0.71% $5.9M $18.68
2025 Q1 ADDED 286,185 +2,054 +0.7% 0.71% $5.5M $18.49
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% LANDMARK WEALTH MANAGEMENT, INC. 0.53% Pinnacle Wealth Planning Services, Inc. 3Y 7Y 0.47%
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