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SPDR Barclays Capital TIPS shares owned by West Wealth Group

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

Historical chart of West Wealth Group investment in SPDR Barclays Capital TIPS

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Barclays Capital TIPS by West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 45k 25.62

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Global Energ Etf (IXC)

View all positions for West Wealth Group

Top funds holding SPDR Barclays Capital TIPS

Lincoln National
Charles Schwab Investment Advisory
LPL Financial
Great Valley Advisor Group
Pure Financial Advisors
HPM Partners
Bank of America Corporation
Valtinson Bruner Financial Planning
Morgan Stanley
Envestnet Asset Management
Bank Of Montreal
Susquehanna International
Charles Schwab Investment Management
Greenline Partners
Janney Montgomery Scott

View all funds holding SPDR Barclays Capital TIPS