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

Baystate 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
2023
Q4 		$21.3K Buy
+508
New +$20.1K ﹤0.01% 548

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's WIP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2023: 508 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

75 funds tracked by Wall St. Rank hold WIP as of Q4 2023.

  • Baystate Wealth Management held 508 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $21.3K as of Q4 2023.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF was a new Baystate Wealth Management position in Q4 2023.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #548 holding.
  • 75 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.