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

FormulaFolio 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
2021 Q2	$390K	Buy	6,908 +7	+0.1%	+$398	0.13%	62
2021 Q1	$393K	Sell	6,901 -5,240	-43%	-$300K	0.13%	62
2020 Q4	$713K	Sell	12,141 -722	-6%	-$40.4K	0.01%	384
2020 Q3	$698K	Sell	12,863 -6,692	-34%	-$365K	0.03%	175
2020 Q2	$1.03M	Sell	19,555 -3,832	-16%	-$193K	0.04%	138
2020 Q1	$1.14M	Sell	23,387 -29,369	-56%	-$1.56M	0.06%	114
2019 Q4	$2.91M	Buy	52,756 +5,595	+12%	+$306K	0.1%	98
2019 Q3	$2.58M	Buy	47,161 +15,727	+50%	+$864K	0.1%	98
2019 Q2	$1.75M	Buy	31,434 +2,139	+7%	+$116K	0.07%	103
2019 Q1	$1.58M	Buy	29,295 +13,016	+80%	+$699K	0.07%	103
2018 Q4	$857K	Hold	16,279	–	–	0.04%	157
2018 Q3	$857K	Buy	16,279 +1,831	+13%	+$97.5K	0.04%	157
2018 Q2	$784K	Buy	14,448 +2,790	+24%	+$157K	0.04%	155
2018 Q1	$694K	Sell	11,658 -267,171	-96%	-$15.7M	0.04%	147
2017 Q4	$16M	Buy	+278,829	New	+$15.9M	1.05%	21

Other funds holding WIP

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

MFM

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LFWA

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

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

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

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

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

PFS

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

FormulaFolio Investments's WIP Position: Q2 2021 in Review

FormulaFolio Investments increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 0.1% in Q2 2021, buying an estimated $398 and bringing the position to 6,908 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #62.

FormulaFolio Investments first reported a position in WIP in Q4 2017 and has held it in 15 quarters since. The position peaked at $16M in Q4 2017. 99 funds tracked by Wall St. Rank hold WIP as of Q2 2021.

FormulaFolio Investments held 6,908 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $390K as of Q2 2021.
FormulaFolio Investments bought 7 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2021, an estimated $398.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.13% of FormulaFolio Investments's portfolio in Q2 2021, its #62 holding.
FormulaFolio Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2017 and has held it in 15 quarters since.
FormulaFolio Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $16M in Q4 2017.
99 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.