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

Allworth Financial’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
2023 Q3	–	Hold	0	–	–	–	3413
2020 Q4	–	Sell	-109	Closed	-$6K	–	1451
2020 Q3	$6K	Hold	109	–	–	﹤0.01%	825
2020 Q2	$6K	Hold	109	–	–	﹤0.01%	840
2020 Q1	$5K	Hold	109	–	–	﹤0.01%	889
2019 Q4	$6K	Hold	109	–	–	﹤0.01%	748
2019 Q3	$6K	Hold	109	–	–	﹤0.01%	667
2019 Q2	$6K	Buy	+109	New	+$5.89K	﹤0.01%	664

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial's WIP Position: Q3 2023 in Review

Allworth Financial held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q3 2023 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Allworth Financial first reported a position in WIP in Q2 2019 and has held it in 6 quarters since. The position peaked at $6K in Q3 2020. 74 funds tracked by Wall St. Rank hold WIP as of Q3 2023.

Allworth Financial held 0 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $6 as of Q3 2023.
Allworth Financial left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q3 2023.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2023, its #3413 holding.
Allworth Financial first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2019 and has held it in 6 quarters since.
Allworth Financial's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $6K in Q3 2020.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.