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Anchor Investment Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Anchor Investment Management’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
Q2 		– Sell
-850
Closed -$36.7K – 1009
2023
Q1 		$36.7K Buy
+850
New +$35.8K 0.01% 576

Other funds holding WIP

State Street
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Anchor Investment Management's WIP Position: Q2 2023 in Review

Anchor Investment Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2023, closing a stake of 850 shares — an estimated $36.7K sold.

Anchor Investment Management first reported a position in WIP in Q1 2023 and held it in 1 quarter. The position peaked at $36.7K in Q1 2023. 83 funds tracked by Wall St. Rank hold WIP as of Q2 2023.

  • Anchor Investment Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 850 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2023, an estimated $36.7K.
  • Anchor Investment Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $36.7K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.