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SPDR Barclays Capital TIPS shares owned by Financeware

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

Historical chart of Financeware investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Barclays Capital TIPS by Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 47k 25.62
2023-12-31 $1.3M 50k 25.57
2022-12-31 $659k 26k 25.76
2022-09-30 $578k 23k 25.38

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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