HFS
WIP icon

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

Heritage Financial 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
2022
Q3 		– Sell
-34
Closed -$1K – 493
2022
Q2 		$1K Buy
+34
New +$1.66K ﹤0.01% 498

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Financial Services's WIP Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2022, closing a stake of 34 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in WIP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 83 funds tracked by Wall St. Rank hold WIP as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 34 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.