TIPX — SPDR SER TR

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  3 quarters on record

This page tracks every 13F SEC filing in which SILVER OAK SECURITIES, INCORPORATED 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
0.21% (2023 Q4)
Avg. % of fund
0.13%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 113,204 +101,309 +851.7% 0.16% $2.2M $19.04
2024 Q2 REDUCED 11,895 -70,785 -85.6% 0.03% $220K $17.50
2023 Q4 INITIATED 82,680 — — 0.21% $1.5M —
% 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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