Global Financial Private Client’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Global Financial Private Client’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 Q4	–	Sell	-365	Closed	-$20K	–	651
2021 Q3	$20K	Hold	365	–	–	0.01%	307
2021 Q2	$20.4K	Hold	365	–	–	0.01%	309
2021 Q1	$20.3K	Buy	+365	New	+$20.9K	0.01%	277

Other funds holding WIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Financial Private Client's WIP Position: Q4 2021 in Review

Global Financial Private Client sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2021, closing a stake of 365 shares — an estimated $20K sold.

Global Financial Private Client first reported a position in WIP in Q1 2021 and held it in 3 quarters. The position peaked at $20.4K in Q2 2021. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

Global Financial Private Client reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2021 after selling out during the quarter.
Global Financial Private Client sold 365 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $20K.
Global Financial Private Client first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2021 and held it in 3 quarters.
Global Financial Private Client's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $20.4K in Q2 2021.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on Global Financial Private Client's 13F filing for Q4 2021, filed 16 May 2024.