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

Capital Analysts LLC’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	-1,500	Closed	-$58K	–	1371
2024 Q2	$58K	Hold	1,500	–	–	﹤0.01%	676
2024 Q1	$60K	Hold	1,500	–	–	﹤0.01%	633
2023 Q4	$63K	Hold	1,500	–	–	﹤0.01%	608
2023 Q3	$58K	Hold	1,500	–	–	﹤0.01%	584
2023 Q2	$63K	Hold	1,500	–	–	﹤0.01%	541
2023 Q1	$65K	Hold	1,500	–	–	﹤0.01%	544
2022 Q4	$62K	Hold	1,500	–	–	﹤0.01%	585
2022 Q3	$60K	Buy	+1,500	New	+$65K	﹤0.01%	539
2015 Q1	–	Sell	-77	Closed	-$4.38K	–	414
2014 Q4	$4.38K	Hold	77	–	–	﹤0.01%	374
2014 Q3	$4.52K	Hold	77	–	–	﹤0.01%	371
2014 Q2	$4.77K	Hold	77	–	–	﹤0.01%	361
2014 Q1	$4.63K	Buy	77 +6	+8%	+$352	﹤0.01%	334
2013 Q4	$4.15K	Hold	71	–	–	﹤0.01%	314
2013 Q3	$4.23K	Hold	71	–	–	﹤0.01%	291
2013 Q2	$4.09K	Buy	+71	New	+$4.37K	﹤0.01%	277

Other funds holding WIP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Analysts LLC's WIP Position: Q3 2024 in Review

Capital Analysts LLC sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2024, closing a stake of 1,500 shares — an estimated $58K sold.

Capital Analysts LLC first reported a position in WIP in Q2 2013 and held it in 15 quarters. The position peaked at $65K in Q1 2023. 61 funds tracked by Wall St. Rank hold WIP as of Q3 2024.

Capital Analysts LLC reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2024 after selling out during the quarter.
Capital Analysts LLC sold 1,500 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2024, an estimated $58K.
Capital Analysts LLC first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 15 quarters.
Capital Analysts LLC's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $65K in Q1 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 Capital Analysts LLC's 13F filing for Q3 2024, filed 13 Nov 2024.