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

Glassman Wealth Services’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 Q2	–	Sell	-150	Closed	-$7K	–	1570
2020 Q1	$7K	Buy	+150	New	+$7.98K	﹤0.01%	486

Other funds holding WIP

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

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

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

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

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

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

SCM

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

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

Glassman Wealth Services's WIP Position: Q2 2020 in Review

Glassman Wealth Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2020, closing a stake of 150 shares — an estimated $7K sold.

Glassman Wealth Services first reported a position in WIP in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 81 funds tracked by Wall St. Rank hold WIP as of Q2 2020.

Glassman Wealth Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2020 after selling out during the quarter.
Glassman Wealth Services sold 150 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2020, an estimated $7K.
Glassman Wealth Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2020 and held it in 1 quarter.
Glassman Wealth Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $7K in Q1 2020.
81 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.