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SPDR Barclays Capital TIPS shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Barclays Capital TIPS by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $816k 31k 26.28
2024-06-30 $786k 31k 25.42
2024-03-31 $802k 31k 25.62
2023-09-30 $727k 29k 24.84
2023-06-30 $751k 29k 25.84

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding SPDR Barclays Capital TIPS

Charles Schwab Investment Management
State Street Corporation
LPL Financial
Pure Financial Advisors
HPM Partners
Cannon Financial Strategists
Bank of America Corporation
Morgan Stanley
Great Valley Advisor Group
Envestnet Asset Management
Flow Traders US
Greenline Partners
Prentice Wealth Management
Apex Investment Services
Wells Fargo & Company

View all funds holding SPDR Barclays Capital TIPS