SEC 13F Intelligence

Altavista Wealth Management, Inc. / TIPX

Altavista Wealth Management, Inc.’s Spdr Series Trust Position

Does Altavista Wealth Management, Inc. own Spdr Series Trust (TIPX)? Yes592.7K shares worth $13M (+2.53% of its 13F portfolio) as of Q4 2021, down from 597.8K shares the prior filed quarter.

Position Value
$13M
Q4 2021
Shares
592.7K
% of Portfolio
+2.53%
Quarters Held
12
currently held

Position History TIPX

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $6MQ1 ’20: $6MQ1 ’20Q2 ’20: $7MQ3 ’20: $9MQ3 ’20Q4 ’20: $10MQ1 ’21: $10MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ3 ’21Q4 ’21: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021592.7K$13M+2.53%
Q3 2021597.8K$13M+2.80%
Q2 2021581.5K$12M+2.68%
Q1 2021493.0K$10M+2.51%
Q4 2020473.6K$10M+2.51%
Q3 2020445.8K$9M+2.54%
Q2 2020368.4K$7M+2.17%
Q1 2020320.5K$6M+2.15%
Q4 2019298.1K$6M+1.74%
Q3 2019261.5K$5M+1.59%
Q2 2019239.8K$5M+1.50%
Q1 2019201.4K$4M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altavista Wealth Management, Inc.’s full portfolio or all institutional holders of TIPX.