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

Gradient 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
2023 Q2	–	Sell	-110	Closed	-$4.75K	–	1889
2023 Q1	$4.75K	Hold	110	–	–	﹤0.01%	961
2022 Q4	$4.53K	Hold	110	–	–	﹤0.01%	948
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	1023
2022 Q2	$5K	Sell	110 -9	-8%	-$440	﹤0.01%	914
2022 Q1	$6K	Hold	119	–	–	﹤0.01%	872
2021 Q4	$6K	Hold	119	–	–	﹤0.01%	915
2021 Q3	$6K	Hold	119	–	–	﹤0.01%	866
2021 Q2	$7K	Hold	119	–	–	﹤0.01%	833
2021 Q1	$7K	Hold	119	–	–	﹤0.01%	842
2020 Q4	$6K	Hold	119	–	–	﹤0.01%	793
2020 Q3	$6K	Hold	119	–	–	﹤0.01%	799
2020 Q2	$6K	Hold	119	–	–	﹤0.01%	724
2020 Q1	$6K	Hold	119	–	–	﹤0.01%	757
2019 Q4	$7K	Hold	119	–	–	﹤0.01%	772
2019 Q3	$7K	Hold	119	–	–	﹤0.01%	757
2019 Q2	$7K	Hold	119	–	–	﹤0.01%	732
2019 Q1	$6K	Hold	119	–	–	﹤0.01%	632
2018 Q4	$6K	Sell	119 -200	-63%	-$10.5K	﹤0.01%	688
2018 Q3	$17K	Hold	319	–	–	﹤0.01%	538
2018 Q2	$17K	Hold	319	–	–	﹤0.01%	518
2018 Q1	$19K	Sell	319 -20	-6%	-$1.18K	﹤0.01%	490
2017 Q4	$19K	Buy	+339	New	+$19.3K	﹤0.01%	482
2017 Q3	–	Sell	-119	Closed	-$7K	–	718
2017 Q2	$7K	Hold	119	–	–	﹤0.01%	544
2017 Q1	$7K	Hold	119	–	–	﹤0.01%	570
2016 Q4	$6K	Hold	119	–	–	﹤0.01%	540
2016 Q3	$7K	Sell	119 -116	-49%	-$6.49K	﹤0.01%	503
2016 Q2	$13K	Buy	235 +125	+114%	+$6.76K	﹤0.01%	400
2016 Q1	$6K	Hold	110	–	–	﹤0.01%	513
2015 Q4	$6K	Hold	110	–	–	﹤0.01%	472
2015 Q3	$6K	Hold	110	–	–	﹤0.01%	439
2015 Q2	$6K	Hold	110	–	–	﹤0.01%	453
2015 Q1	$6K	Hold	110	–	–	﹤0.01%	475
2014 Q4	$6K	Hold	110	–	–	﹤0.01%	412
2014 Q3	$6K	Hold	110	–	–	﹤0.01%	375
2014 Q2	$7K	Hold	110	–	–	﹤0.01%	389
2014 Q1	$7K	Hold	110	–	–	﹤0.01%	376
2013 Q4	$6K	Hold	110	–	–	﹤0.01%	423
2013 Q3	$7K	Hold	110	–	–	﹤0.01%	318
2013 Q2	$6K	Buy	+110	New	+$6.76K	﹤0.01%	304

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

PFS

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

Gradient Investments's WIP Position: Q2 2023 in Review

Gradient Investments sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2023, closing a stake of 110 shares — an estimated $4.75K sold.

Gradient Investments first reported a position in WIP in Q2 2013 and held it in 39 quarters. The position peaked at $19K in Q1 2018. 83 funds tracked by Wall St. Rank hold WIP as of Q2 2023.

Gradient Investments reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 110 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2023, an estimated $4.75K.
Gradient Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 39 quarters.
Gradient Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $19K in Q1 2018.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.