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

Advisory Alpha’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
2018 Q4	–	Sell	-1	Closed	–	–	191
2018 Q3	$0	Hold	1	–	–	﹤0.01%	157
2018 Q2	$0	Buy	+1	New	+$56	﹤0.01%	160
2018 Q1	–	Sell	-536	Closed	-$31K	–	134
2017 Q4	$31K	Sell	536 -1	-0.2%	-$57	0.01%	116
2017 Q3	$31K	Sell	537 -623	-54%	-$35.6K	0.01%	112
2017 Q2	$65K	Buy	1,160 +356	+44%	+$19.8K	0.02%	115
2017 Q1	$44K	Sell	804 -543	-40%	-$29.1K	0.02%	128
2016 Q4	$73K	Sell	1,347 -4,239	-76%	-$228K	0.03%	71
2016 Q3	$318K	Sell	5,586 -820	-13%	-$45.9K	0.13%	52
2016 Q2	$352K	Sell	6,406 -481	-7%	-$26K	0.16%	43
2016 Q1	$374K	Sell	6,887 -42,808	-86%	-$2.19M	0.2%	36
2015 Q4	$2.5M	Buy	49,695 +2,588	+5%	+$135K	1.44%	19
2015 Q3	$2.45M	Sell	47,107 -1,002	-2%	-$53.4K	1.68%	17
2015 Q2	$2.64M	Sell	48,109 -4,104	-8%	-$228K	1.69%	18
2015 Q1	$2.85M	Sell	52,213 -8,491	-14%	-$472K	1.85%	18
2014 Q4	$3.46M	Sell	60,704 -931	-2%	-$54.4K	2.42%	18
2014 Q3	$3.63M	Buy	61,635 +2,848	+5%	+$175K	2.41%	18
2014 Q2	$3.65M	Sell	58,787 -3,391	-5%	-$207K	2.48%	18
2014 Q1	$3.74M	Sell	62,178 -29,418	-32%	-$1.73M	2.6%	18
2013 Q4	$5.35M	Buy	+91,596	New	+$5.44M	3.84%	13

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

MFM

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

PAM

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

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

LFWA

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

Jane Street New York $777B AUM 61.18% 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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Advisory Alpha's WIP Position: Q4 2018 in Review

Advisory Alpha sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2018, closing a stake of 1 share.

Advisory Alpha first reported a position in WIP in Q4 2013 and held it in 19 quarters. The position peaked at $5.35M in Q4 2013. 96 funds tracked by Wall St. Rank hold WIP as of Q4 2018.

Advisory Alpha reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2018 after selling out during the quarter.
Advisory Alpha sold 1 State Street SPDR FTSE International Government Inflation-Protected Bond ETF share in Q4 2018.
Advisory Alpha first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 19 quarters.
Advisory Alpha's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $5.35M in Q4 2013.
96 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2018.

Based on Advisory Alpha's 13F filing for Q4 2018, filed 13 Feb 2019.