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

Baldrige Asset 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 Q1	$38K	Hold	888	–	–	0.02%	187
2022 Q4	$37K	Hold	888	–	–	0.02%	189
2022 Q3	$36K	Hold	888	–	–	0.02%	183
2022 Q2	$40K	Hold	888	–	–	0.02%	182
2022 Q1	$48K	Hold	888	–	–	0.02%	180
2021 Q4	$48K	Hold	888	–	–	0.02%	171
2021 Q3	$48K	Hold	888	–	–	0.02%	166
2021 Q2	$50K	Buy	+888	New	+$50.4K	0.02%	166

Other funds holding WIP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Baldrige Asset Management's WIP Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q1 2023 at 888 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #187.

Baldrige Asset Management first reported a position in WIP in Q2 2021 and has held it in 8 quarters since. The position peaked at $50K in Q2 2021. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2023.

Baldrige Asset Management held 888 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $38K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q1 2023.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #187 holding.
Baldrige Asset Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $50K in Q2 2021.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.