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WIP icon

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

HoyleCohen’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
2024
Q2 		– Sell
-73,226
Closed -$2.93M – 302
2024
Q1 		$2.93M Sell
73,226
-36,144
-33% -$1.45M 0.22% 95
2023
Q4 		$4.59M Sell
109,370
-2,475
-2% -$97.9K 0.37% 71
2023
Q3 		$4.35M Buy
111,845
+2,800
+3% +$114K 0.4% 62
2023
Q2 		$4.55M Sell
109,045
-14,008
-11% -$587K 0.4% 65
2023
Q1 		$5.32M Buy
123,053
+415
+0.3% +$17.5K 0.5% 61
2022
Q4 		$5.05M Buy
122,638
+1,480
+1% +$60.5K 0.5% 61
2022
Q3 		$4.85M Sell
121,158
-16,182
-12% -$701K 0.53% 54
2022
Q2 		$6.21M Sell
137,340
-12,340
-8% -$603K 0.65% 44
2022
Q1 		$8.08M Buy
149,680
+8,973
+6% +$478K 0.69% 38
2021
Q4 		$7.57M Buy
140,707
+500
+0.4% +$27.4K 0.63% 43
2021
Q3 		$7.63M Buy
140,207
+3,088
+2% +$175K 0.72% 35
2021
Q2 		$7.74K Buy
137,119
+4,275
+3% +$243K 0.6% 35
2021
Q1 		$7.38M Buy
132,844
+11,496
+9% +$659K 0.75% 35
2020
Q4 		$7.12M Buy
121,348
+1,687
+1% +$94.4K 0.82% 33
2020
Q3 		$6.49M Buy
+119,661
New +$6.53M 0.95% 25

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

HoyleCohen's WIP Position: Q2 2024 in Review

HoyleCohen sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2024, closing a stake of 73,226 shares — an estimated $2.93M sold.

HoyleCohen first reported a position in WIP in Q3 2020 and held it in 15 quarters. The position peaked at $8.08M in Q1 2022. 70 funds tracked by Wall St. Rank hold WIP as of Q2 2024.

  • HoyleCohen reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2024 after selling out during the quarter.
  • HoyleCohen sold 73,226 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2024, an estimated $2.93M.
  • HoyleCohen first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2020 and held it in 15 quarters.
  • HoyleCohen's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $8.08M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.