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Stonehaven Wealth & Tax Solutions »

SPDR Barclays Capital TIPS shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of SPDR Barclays Capital TIPS (SPIP) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital TIPS held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital TIPS by Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$770k	29k	26.32
2025-06-30	$762k	29k	26.06
2025-03-31	$822k	31k	26.38
2024-12-31	$782k	31k	25.31

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding SPDR Barclays Capital TIPS

State Street Corporation

CWM

Charles Schwab Investment Management

LPL Financial

3EDGE Asset Management

Pure Financial Advisors

Cannon Financial Strategists

HPM Partners

Stadion Money Management

Hughes Financial Services

Willow Creek Wealth Management

Morgan Stanley

Envestnet Asset Management

Wells Fargo & Company

ERn Financial

View all funds holding SPDR Barclays Capital TIPS

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