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

Aspect Partners’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
2024
Q3 		– Sell
-24,681
Closed -$950K – 590
2024
Q2 		$950K Buy
24,681
+2,510
+11% +$98K 0.57% 31
2024
Q1 		$886K Sell
22,171
-1,112
-5% -$44.7K 0.7% 29
2023
Q4 		$976K Buy
+23,283
New +$921K 0.63% 27

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Aspect Partners's WIP Position: Q3 2024 in Review

Aspect Partners sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2024, closing a stake of 24,681 shares — an estimated $950K sold.

Aspect Partners first reported a position in WIP in Q4 2023 and held it in 3 quarters. The position peaked at $976K in Q4 2023. 61 funds tracked by Wall St. Rank hold WIP as of Q3 2024.

  • Aspect Partners reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Aspect Partners sold 24,681 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2024, an estimated $950K.
  • Aspect Partners first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2023 and held it in 3 quarters.
  • Aspect Partners's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $976K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2024.

Based on Aspect Partners's 13F filing for Q3 2024, filed 15 Oct 2024.