Aspire Private Capital’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Aspire Private Capital’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
2021 Q2	–	Sell	-1,166	Closed	-$66.2K	–	636
2021 Q1	$65K	Buy	1,166 +170	+17%	+$9.75K	0.02%	208
2020 Q4	$58K	Sell	996 -14	-1%	-$783	0.02%	202
2020 Q3	$55K	Buy	1,010 +160	+19%	+$8.73K	0.02%	199
2020 Q2	$45K	Sell	850 -17	-2%	-$858	0.02%	166
2020 Q1	$42K	Buy	867 +80	+10%	+$4.26K	0.02%	155
2019 Q4	$43K	Buy	787 +84	+12%	+$4.59K	0.02%	204
2019 Q3	$38K	Sell	703 -13,939	-95%	-$766K	0.02%	198
2019 Q2	$814K	Buy	14,642 +1,195	+9%	+$64.5K	0.39%	56
2019 Q1	$727K	Buy	13,447 +1,122	+9%	+$60.3K	0.37%	59
2018 Q4	$641K	Buy	+12,325	New	+$645K	0.37%	61

Other funds holding WIP

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Aspire Private Capital's WIP Position: Q2 2021 in Review

Aspire Private Capital sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2021, closing a stake of 1,166 shares — an estimated $66.2K sold.

Aspire Private Capital first reported a position in WIP in Q4 2018 and held it in 10 quarters. The position peaked at $814K in Q2 2019. 99 funds tracked by Wall St. Rank hold WIP as of Q2 2021.

Aspire Private Capital reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2021 after selling out during the quarter.
Aspire Private Capital sold 1,166 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2021, an estimated $66.2K.
Aspire Private Capital first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2018 and held it in 10 quarters.
Aspire Private Capital's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $814K in Q2 2019.
99 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2021.

Based on Aspire Private Capital's 13F filing for Q2 2021, filed 9 Aug 2021.