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

Annex Advisory Services’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	–	Sell	-8,057	Closed	-$364K	–	263
2022 Q2	$364K	Sell	8,057 -1,156	-13%	-$56.5K	0.03%	169
2022 Q1	$497K	Sell	9,213 -1,311	-12%	-$69.9K	0.04%	152
2021 Q4	$566K	Sell	10,524 -8,249	-44%	-$451K	0.04%	147
2021 Q3	$1.02M	Hold	18,773	–	–	0.08%	110
2021 Q2	$1.06M	Sell	18,773 -797	-4%	-$45.3K	0.09%	112
2021 Q1	$1.09M	Hold	19,570	–	–	0.1%	107
2020 Q4	$1.15M	Buy	+19,570	New	+$1.09M	0.11%	100

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

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

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

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

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

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

Annex Advisory Services's WIP Position: Q3 2022 in Review

Annex Advisory Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2022, closing a stake of 8,057 shares — an estimated $364K sold.

Annex Advisory Services first reported a position in WIP in Q4 2020 and held it in 7 quarters. The position peaked at $1.15M in Q4 2020. 83 funds tracked by Wall St. Rank hold WIP as of Q3 2022.

Annex Advisory Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2022 after selling out during the quarter.
Annex Advisory Services sold 8,057 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2022, an estimated $364K.
Annex Advisory Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2020 and held it in 7 quarters.
Annex Advisory Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.15M in Q4 2020.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2022.

Based on Annex Advisory Services's 13F filing for Q3 2022, filed 24 Oct 2022.