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SPDR Barclays Capital TIPS shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Barclays Capital TIPS by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $253k 9.9k 25.57
2023-09-30 $209k 8.4k 24.84

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

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
Valtinson Bruner Financial Planning
Greenline Partners
Charles Schwab Investment Management
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