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American Portfolios Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$835K Sell
20,863
-3,409
-14% -$148K 0.04% 482
2022
Q2 		$1.1M Buy
24,272
+1,865
+8% +$91.1K 0.05% 402
2022
Q1 		$1.21M Buy
22,407
+1,063
+5% +$56.7K 0.04% 429
2021
Q4 		$1.15M Buy
21,344
+1,666
+8% +$91.2K 0.04% 444
2021
Q3 		$1.07M Buy
19,678
+2,373
+14% +$134K 0.04% 434
2021
Q2 		$977K Buy
17,305
+2,083
+14% +$118K 0.04% 462
2021
Q1 		$845K Buy
15,222
+382
+3% +$21.9K 0.04% 464
2020
Q4 		$871K Buy
14,840
+511
+4% +$28.6K 0.04% 383
2020
Q3 		$777K Buy
14,329
+753
+6% +$41.1K 0.04% 362
2020
Q2 		$713K Buy
13,576
+13
+0.1% +$656 0.05% 350
2020
Q1 		$662K Buy
13,563
+321
+2% +$17.1K 0.06% 303
2019
Q4 		$730K Buy
13,242
+1,359
+11% +$74.2K 0.05% 331
2019
Q3 		$650K Buy
11,883
+209
+2% +$11.5K 0.05% 330
2019
Q2 		$649K Buy
11,674
+3
+0% +$162 0.05% 322
2019
Q1 		$631K Buy
11,671
+825
+8% +$44.3K 0.06% 305
2018
Q4 		$564K Buy
10,846
+873
+9% +$45.7K 0.07% 255
2018
Q3 		$525K Sell
9,973
-509
-5% -$27.1K 0.06% 296
2018
Q2 		$569K Buy
10,482
+775
+8% +$43.6K 0.08% 259
2018
Q1 		$578K Buy
9,707
+600
+7% +$35.2K 0.09% 228
2017
Q4 		$524K Buy
+9,107
New +$518K 0.08% 239

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's WIP Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 14% in Q3 2022, selling an estimated $148K and leaving 20,863 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #482.

American Portfolios Advisors first reported a position in WIP in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.21M in Q1 2022. 83 funds tracked by Wall St. Rank hold WIP as of Q3 2022.

  • American Portfolios Advisors held 20,863 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $835K as of Q3 2022.
  • American Portfolios Advisors sold 3,409 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2022, an estimated $148K.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #482 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.21M in Q1 2022.
  • 83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.