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

Covestor’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
Q4 		– Sell
-498
Closed -$20K – 2661
2022
Q3 		$20K Hold
498
– – 0.02% 996
2022
Q2 		$23K Hold
498
– – 0.02% 954
2022
Q1 		$27K Buy
+498
New +$26.6K 0.02% 982

Other funds holding WIP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Covestor's WIP Position: Q4 2022 in Review

Covestor sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2022, closing a stake of 498 shares — an estimated $20K sold.

Covestor first reported a position in WIP in Q1 2022 and held it in 3 quarters. The position peaked at $27K in Q1 2022. 85 funds tracked by Wall St. Rank hold WIP as of Q4 2022.

  • Covestor reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Covestor sold 498 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2022, an estimated $20K.
  • Covestor first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2022 and held it in 3 quarters.
  • Covestor's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $27K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.