Bay Harbor Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Bay Harbor Wealth 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
2021 Q4	–	Sell	-34	Closed	-$2K	–	217
2021 Q3	$2K	Buy	34 +1	+3%	+$57	﹤0.01%	199
2021 Q2	$2K	Sell	33 -18	-35%	-$1.02K	﹤0.01%	200
2021 Q1	$3K	Buy	51 +1	+2%	+$57	﹤0.01%	189
2020 Q4	$3K	Sell	50 -169	-77%	-$9.45K	﹤0.01%	328
2020 Q3	$12K	Buy	219 +1	+0.5%	+$55	0.01%	223
2020 Q2	$11K	Hold	218	–	–	0.01%	212
2020 Q1	$11K	Hold	218	–	–	0.01%	209
2019 Q4	$12K	Hold	218	–	–	0.01%	221
2019 Q3	$12K	Sell	218 -4,174	-95%	-$229K	0.01%	231
2019 Q2	$244K	Sell	4,392 -4	-0.1%	-$216	0.15%	90
2019 Q1	$238K	Buy	4,396 +52	+1%	+$2.79K	0.16%	89
2018 Q4	$226K	Buy	+4,344	New	+$227K	0.18%	84

Other funds holding WIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LFWA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bay Harbor Wealth Management's WIP Position: Q4 2021 in Review

Bay Harbor Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Bay Harbor Wealth Management first reported a position in WIP in Q4 2018 and held it in 12 quarters. The position peaked at $244K in Q2 2019. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

Bay Harbor Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 34 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $2K.
Bay Harbor Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2018 and held it in 12 quarters.
Bay Harbor Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $244K in Q2 2019.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.