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

Financial Gravity Companies’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
2018
Q1 		$87K Buy
+1,555
New +$91.3K 0.09% 215

Other funds holding WIP

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Financial Gravity Companies's WIP Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2018: 1,555 shares worth $87K. The stake represents 0.09% of the portfolio and ranks #215 among its holdings.

105 funds tracked by Wall St. Rank hold WIP as of Q1 2018.

  • Financial Gravity Companies held 1,555 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $87K as of Q1 2018.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF was a new Financial Gravity Companies position in Q1 2018.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.09% of Financial Gravity Companies's portfolio in Q1 2018, its #215 holding.
  • 105 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.