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SPDR Barclays Capital TIPS shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital TIPS (SPIP) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital TIPS held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital TIPS by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $456k 18k 25.57
2023-09-30 $518k 21k 24.84
2023-06-30 $607k 24k 25.84
2023-03-31 $529k 20k 26.67
2022-12-31 $3.0M 117k 25.76

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding SPDR Barclays Capital TIPS

Lincoln National
Charles Schwab Investment Advisory
Bank of America Corporation
Pure Financial Advisors
HPM Partners
Great Valley Advisor Group
Greenline Partners
Charles Schwab Investment Management
Valtinson Bruner Financial Planning
Foundations Investment Advisors
Wells Fargo & Company
Mosley Wealth Management
Tiaa Trust, National Association
Goldman Sachs Group
Prentice Wealth Management

View all funds holding SPDR Barclays Capital TIPS