Advisor Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Advisor Group’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$26K	Sell	469 -100	-18%	-$5.46K	﹤0.01%	3827
2019 Q3	$31K	Buy	569 +100	+21%	+$5.5K	﹤0.01%	3713
2019 Q2	$26K	Sell	469 -4,109	-90%	-$222K	﹤0.01%	3814
2019 Q1	$248K	Buy	4,578 +4,198	+1,105%	+$225K	﹤0.01%	2100
2018 Q4	$20K	Sell	380 -2,044	-84%	-$107K	﹤0.01%	3816
2018 Q3	$128K	Sell	2,424 -43,187	-95%	-$2.3M	﹤0.01%	2569
2018 Q2	$2.47M	Sell	45,611 -1,642	-3%	-$92.4K	0.03%	473
2018 Q1	$2.81M	Buy	47,253 +46,208	+4,422%	+$2.71M	0.04%	428
2017 Q4	$60K	Sell	1,045 -1,005	-49%	-$57.1K	﹤0.01%	2947
2017 Q3	$117K	Buy	2,050 +96	+5%	+$5.48K	﹤0.01%	2274
2017 Q2	$109K	Buy	1,954 +147	+8%	+$8.16K	﹤0.01%	2241
2017 Q1	$99K	Sell	1,807 -872	-33%	-$46.8K	﹤0.01%	2160
2016 Q4	$140K	Sell	2,679 -371	-12%	-$20K	﹤0.01%	1832
2016 Q3	$174K	Sell	3,050 -3	-0.1%	-$168	﹤0.01%	1629
2016 Q2	$166K	Buy	+3,053	New	+$165K	﹤0.01%	1589

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Advisor Group's WIP Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 18% in Q4 2019, selling an estimated $5.46K and leaving 469 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Advisor Group first reported a position in WIP in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.81M in Q1 2018. 94 funds tracked by Wall St. Rank hold WIP as of Q4 2019.

Advisor Group held 469 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $26K as of Q4 2019.
Advisor Group sold 100 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2019, an estimated $5.46K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3827 holding.
Advisor Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.81M in Q1 2018.
94 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.