TIPX — SPDR SER TR

Ownership history in Retireful, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Retireful, 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
1.06% (2024 Q3)
Avg. % of fund
0.73%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,206 +1,249 +4.3% 0.56% $583K $19.04
2025 Q1 REDUCED 28,957 -46,546 -61.6% 0.52% $555K $18.49
2024 Q3 REDUCED 75,503 -11,449 -13.2% 1.06% $1.4M $18.08
2024 Q2 INITIATED 86,952 — — 0.76% $1.6M —
% 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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