Creative Planning’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,452
| Closed | -$240K | – | 2558 |
|
|
2022
Q1 | $240K | Sell |
4,452
-122
| -3% | -$6.5K | ﹤0.01% | 1781 |
|
|
2021
Q4 | $246K | Buy |
4,574
+329
| +8% | +$18K | ﹤0.01% | 1756 |
|
|
2021
Q3 | $231K | Buy |
4,245
+397
| +10% | +$22.5K | ﹤0.01% | 1774 |
|
|
2021
Q2 | $217K | Sell |
3,848
-200
| -5% | -$11.4K | ﹤0.01% | 1762 |
|
|
2021
Q1 | $225K | Sell |
4,048
-453
| -10% | -$26K | ﹤0.01% | 2002 |
|
|
2020
Q4 | $264K | Buy |
4,501
+93
| +2% | +$5.2K | ﹤0.01% | 1699 |
|
|
2020
Q3 | $239K | Sell |
4,408
-100
| -2% | -$5.46K | ﹤0.01% | 1576 |
|
|
2020
Q2 | $237K | Hold |
4,508
| – | – | ﹤0.01% | 1439 |
|
|
2020
Q1 | $220K | Sell |
4,508
-100
| -2% | -$5.32K | ﹤0.01% | 1351 |
|
|
2019
Q4 | $254K | Hold |
4,608
| – | – | ﹤0.01% | 1494 |
|
|
2019
Q3 | $252K | Sell |
4,608
-341
| -7% | -$18.7K | ﹤0.01% | 1473 |
|
|
2019
Q2 | $275K | Sell |
4,949
-400
| -7% | -$21.6K | ﹤0.01% | 1425 |
|
|
2019
Q1 | $289K | Sell |
5,349
-168
| -3% | -$9.02K | ﹤0.01% | 1345 |
|
|
2018
Q4 | $287K | Sell |
5,517
-882
| -14% | -$46.1K | ﹤0.01% | 1255 |
|
|
2018
Q3 | $337K | Buy |
6,399
+250
| +4% | +$13.3K | ﹤0.01% | 1325 |
|
|
2018
Q2 | $334K | Hold |
6,149
| – | – | ﹤0.01% | 1307 |
|
|
2018
Q1 | $366K | Sell |
6,149
-522
| -8% | -$30.7K | ﹤0.01% | 1247 |
|
|
2017
Q4 | $384K | Sell |
6,671
-2,632
| -28% | -$150K | ﹤0.01% | 1226 |
|
|
2017
Q3 | $533K | Buy |
9,303
+238
| +3% | +$13.6K | ﹤0.01% | 1024 |
|
|
2017
Q2 | $504K | Sell |
9,065
-2,749
| -23% | -$153K | ﹤0.01% | 1008 |
|
|
2017
Q1 | $648K | Sell |
11,814
-4,659
| -28% | -$250K | ﹤0.01% | 851 |
|
|
2016
Q4 | $857K | Sell |
16,473
-13,255
| -45% | -$714K | 0.01% | 685 |
|
|
2016
Q3 | $1.69M | Buy |
29,728
+29,506
| +13,291% | +$1.65M | 0.01% | 427 |
|
|
2016
Q2 | $12K | Buy |
222
+22
| +11% | +$1.19K | ﹤0.01% | 3146 |
|
|
2016
Q1 | $11K | Sell |
200
-84
| -30% | -$4.31K | ﹤0.01% | 3186 |
|
|
2015
Q4 | $14K | Sell |
284
-561
| -66% | -$29.3K | ﹤0.01% | 3084 |
|
|
2015
Q3 | $44K | Buy |
+845
| New | +$45K | ﹤0.01% | 2136 |
|
|
2015
Q2 | – | Sell |
-562
| Closed | -$31K | – | 3020 |
|
|
2015
Q1 | $31K | Sell |
562
-709
| -56% | -$39.4K | ﹤0.01% | 2381 |
|
|
2014
Q4 | $72K | Buy |
1,271
+628
| +98% | +$36.7K | ﹤0.01% | 1749 |
|
|
2014
Q3 | $38K | Sell |
643
-592
| -48% | -$36.3K | ﹤0.01% | 2116 |
|
|
2014
Q2 | $77K | Buy |
1,235
+565
| +84% | +$34.5K | ﹤0.01% | 1603 |
|
|
2014
Q1 | $40K | Buy |
670
+265
| +65% | +$15.6K | ﹤0.01% | 1949 |
|
|
2013
Q4 | $24K | Hold |
405
| – | – | ﹤0.01% | 2082 |
|
|
2013
Q3 | $24K | Sell |
405
-1,832
| -82% | -$107K | ﹤0.01% | 1998 |
|
|
2013
Q2 | $129K | Buy |
+2,237
| New | +$138K | ﹤0.01% | 858 |
|
Other funds holding WIP
G
LFWA
FA
H
Creative Planning's WIP Position: Q2 2022 in Review
Creative Planning sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2022, closing a stake of 4,452 shares — an estimated $240K sold.
Creative Planning first reported a position in WIP in Q2 2013 and held it in 35 quarters. The position peaked at $1.69M in Q3 2016. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2022.
- Creative 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.
- Creative Planning sold 4,452 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2022, an estimated $240K.
- Creative Planning first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 35 quarters.
- Creative Planning's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.69M in Q3 2016.
- 91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2022.
Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.