Financial Gravity Asset Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$0	Buy	+3	New	+$164	﹤0.01%	1719
2018 Q2	–	Sell	-1,555	Closed	-$87K	–	1628
2018 Q1	$87K	Buy	+1,555	New	+$91.3K	0.09%	215

Other funds holding WIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

LFWA

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

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Financial Gravity Asset Management's WIP Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2019: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WIP as recently as Q1 2018.

Financial Gravity Asset Management first reported a position in WIP in Q1 2018 and has held it in 2 quarters since. The position peaked at $87K in Q1 2018. 94 funds tracked by Wall St. Rank hold WIP as of Q4 2019.

Financial Gravity Asset Management held 3 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $0 as of Q4 2019.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF was a new Financial Gravity Asset Management position in Q4 2019.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1719 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2018 and has held it in 2 quarters since.
Financial Gravity Asset Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $87K in Q1 2018.
94 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.