Cary Street Partners Investment Advisory’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-65	Closed	-$2.53K	–	1784
2023 Q3	$2.53K	Sell	65 -200	-75%	-$8.18K	﹤0.01%	1624
2023 Q2	$11.1K	Buy	265 +200	+308%	+$8.39K	﹤0.01%	1213
2023 Q1	$2.81K	Hold	65	–	–	﹤0.01%	1450
2022 Q4	$2.68K	Buy	+65	New	+$2.66K	﹤0.01%	1459

Other funds holding WIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.6B AUM 18.42% 1-Year Est. Return

LFWA

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

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

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

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

Cary Street Partners Investment Advisory's WIP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2023, closing a stake of 65 shares — an estimated $2.53K sold.

Cary Street Partners Investment Advisory first reported a position in WIP in Q4 2022 and held it in 4 quarters. The position peaked at $11.1K in Q2 2023. 75 funds tracked by Wall St. Rank hold WIP as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 65 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2023, an estimated $2.53K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $11.1K in Q2 2023.
75 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.