Carroll Financial Associates’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Carroll Financial Associates’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	$54K	Hold	1,007	–	–	﹤0.01%	704
2021 Q3	$54K	Hold	1,007	–	–	﹤0.01%	727
2021 Q2	$56K	Hold	1,007	–	–	﹤0.01%	785
2021 Q1	$55K	Hold	1,007	–	–	﹤0.01%	746
2020 Q4	$59K	Hold	1,007	–	–	﹤0.01%	660
2020 Q3	$54K	Buy	+1,007	New	+$54.9K	﹤0.01%	639
2013 Q4	–	Sell	-21	Closed	-$1K	–	905
2013 Q3	$1K	Buy	+21	New	+$1.22K	﹤0.01%	758

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

Carroll Financial Associates's WIP Position: Q4 2021 in Review

Carroll Financial Associates held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q4 2021 at 1,007 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Carroll Financial Associates first reported a position in WIP in Q3 2013 and has held it in 7 quarters since. The position peaked at $59K in Q4 2020. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

Carroll Financial Associates held 1,007 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $54K as of Q4 2021.
Carroll Financial Associates left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q4 2021.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #704 holding.
Carroll Financial Associates first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2013 and has held it in 7 quarters since.
Carroll Financial Associates's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $59K in Q4 2020.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.