Center for Financial Planning’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Center for Financial Planning’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
2022 Q2	–	Sell	-817	Closed	-$44K	–	567
2022 Q1	$44K	Hold	817	–	–	0.01%	240
2021 Q4	$44K	Hold	817	–	–	0.01%	245
2021 Q3	$44K	Hold	817	–	–	0.01%	235
2021 Q2	$46K	Hold	817	–	–	0.01%	233
2021 Q1	$45K	Hold	817	–	–	0.01%	217
2020 Q4	$48K	Hold	817	–	–	0.01%	204
2020 Q3	$44K	Hold	817	–	–	0.01%	197
2020 Q2	$43K	Hold	817	–	–	0.02%	197
2020 Q1	$40K	Hold	817	–	–	0.01%	191
2019 Q4	$45K	Buy	+817	New	+$44.6K	0.01%	191

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Center for Financial Planning's WIP Position: Q2 2022 in Review

Center for Financial Planning sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2022, closing a stake of 817 shares — an estimated $44K sold.

Center for Financial Planning first reported a position in WIP in Q4 2019 and held it in 10 quarters. The position peaked at $48K in Q4 2020. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2022.

Center for Financial Planning reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2022 after selling out during the quarter.
Center for Financial Planning sold 817 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2022, an estimated $44K.
Center for Financial Planning first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 10 quarters.
Center for Financial Planning's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $48K in Q4 2020.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2022.

Based on Center for Financial Planning's 13F filing for Q2 2022, filed 12 Aug 2022.