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SPDR Barclays Capital TIPS shares owned by KWMG

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

Historical chart of KWMG investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Barclays Capital TIPS by KWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $320k 13k 25.57

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

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