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

Disciplined Investments’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 Q2	–	Sell	-2,571	Closed	-$111K	–	1730
2023 Q1	$111K	Hold	2,571	–	–	0.05%	158
2022 Q4	$106K	Sell	2,571 -5,270	-67%	-$216K	0.05%	138
2022 Q3	$314K	Buy	7,841 +76	+1%	+$3.29K	0.14%	108
2022 Q2	$351K	Buy	7,765 +73	+0.9%	+$3.57K	0.16%	102
2022 Q1	$415K	Buy	7,692 +42	+0.5%	+$2.24K	0.17%	95
2021 Q4	$412K	Hold	7,650	–	–	0.18%	87
2021 Q3	$416K	Hold	7,650	–	–	0.2%	83
2021 Q2	$432K	Hold	7,650	–	–	0.22%	82
2021 Q1	$425K	Hold	7,650	–	–	0.25%	80
2020 Q4	$449K	Hold	7,650	–	–	0.3%	69
2020 Q3	$415K	Hold	7,650	–	–	0.31%	69
2020 Q2	$402K	Hold	7,650	–	–	0.31%	68
2020 Q1	$373K	Hold	7,650	–	–	0.35%	65
2019 Q4	$422K	Buy	+7,650	New	+$418K	0.36%	61

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Disciplined Investments's WIP Position: Q2 2023 in Review

Disciplined Investments sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2023, closing a stake of 2,571 shares — an estimated $111K sold.

Disciplined Investments first reported a position in WIP in Q4 2019 and held it in 14 quarters. The position peaked at $449K in Q4 2020. 83 funds tracked by Wall St. Rank hold WIP as of Q2 2023.

Disciplined Investments reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 2,571 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2023, an estimated $111K.
Disciplined Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 14 quarters.
Disciplined Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $449K in Q4 2020.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.