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

Element Pointe Advisors’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
2020 Q4	–	Sell	-5,125	Closed	-$277K	–	117
2020 Q3	$277K	Hold	5,125	–	–	0.12%	94
2020 Q2	$269K	Hold	5,125	–	–	0.14%	80
2020 Q1	$250K	Sell	5,125 -411	-7%	-$21.9K	0.15%	69
2019 Q4	$305K	Hold	5,536	–	–	0.16%	67
2019 Q3	$303K	Sell	5,536 -686	-11%	-$37.7K	0.18%	71
2019 Q2	$346K	Hold	6,222	–	–	0.19%	60
2019 Q1	$336K	Sell	6,222 -8	-0.1%	-$430	0.2%	54
2018 Q4	$324K	Buy	+6,230	New	+$326K	0.2%	50

Other funds holding WIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFWA

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

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

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

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Element Pointe Advisors's WIP Position: Q4 2020 in Review

Element Pointe Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2020, closing a stake of 5,125 shares — an estimated $277K sold.

Element Pointe Advisors first reported a position in WIP in Q4 2018 and held it in 8 quarters. The position peaked at $346K in Q2 2019. 83 funds tracked by Wall St. Rank hold WIP as of Q4 2020.

Element Pointe Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2020 after selling out during the quarter.
Element Pointe Advisors sold 5,125 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2020, an estimated $277K.
Element Pointe Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2018 and held it in 8 quarters.
Element Pointe Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $346K in Q2 2019.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2020.

Based on Element Pointe Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.