Gateway Wealth Partners’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Gateway Wealth Partners’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 Q4	–	Sell	-58,326	Closed	-$2.27M	–	290
2023 Q3	$2.27M	Sell	58,326 -5,813	-9%	-$238K	0.41%	51
2023 Q2	$2.68M	Sell	64,139 -1,675	-3%	-$70.2K	0.48%	45
2023 Q1	$2.84M	Sell	65,814 -13,219	-17%	-$557K	0.44%	41
2022 Q4	$3.26M	Buy	+79,033	New	+$3.23M	0.56%	33

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Gateway Wealth Partners's WIP Position: Q4 2023 in Review

Gateway Wealth Partners sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2023, closing a stake of 58,326 shares — an estimated $2.27M sold.

Gateway Wealth Partners first reported a position in WIP in Q4 2022 and held it in 4 quarters. The position peaked at $3.26M in Q4 2022. 75 funds tracked by Wall St. Rank hold WIP as of Q4 2023.

Gateway Wealth Partners reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2023 after selling out during the quarter.
Gateway Wealth Partners sold 58,326 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2023, an estimated $2.27M.
Gateway Wealth Partners first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.26M in Q4 2022.
75 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.