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

IFP Advisors’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 Q1	–	Sell	-708	Closed	-$44K	–	4445
2022 Q4	$44K	Sell	708 -6	-0.8%	-$245	﹤0.01%	2337
2022 Q3	$45K	Hold	714	–	–	﹤0.01%	2452
2022 Q2	$45K	Hold	714	–	–	﹤0.01%	2239
2022 Q1	$45K	Buy	714 +6	+0.8%	+$320	﹤0.01%	2239
2021 Q4	$38K	Hold	708	–	–	﹤0.01%	1659
2021 Q3	$39K	Buy	+708	New	+$40.1K	﹤0.01%	1690
2020 Q2	–	Sell	-6	Closed	-$303	–	2974
2020 Q1	$0	Hold	6	–	–	﹤0.01%	3024
2019 Q4	$0	Hold	6	–	–	﹤0.01%	3145
2019 Q3	$0	Buy	+6	New	+$330	﹤0.01%	3156
2019 Q1	$27K	Sell	500 -540	-52%	-$29K	﹤0.01%	1212
2018 Q4	$54K	Hold	1,040	–	–	﹤0.01%	1570
2018 Q3	$55K	Sell	1,040 -3,331	-76%	-$177K	﹤0.01%	1843
2018 Q2	$237K	Buy	4,371 +3,651	+507%	+$205K	0.01%	984
2018 Q1	$41K	Hold	720	–	–	﹤0.01%	1939
2017 Q4	$41K	Hold	720	–	–	﹤0.01%	1959
2017 Q3	$41K	Hold	720	–	–	﹤0.01%	2118
2017 Q2	$40K	Hold	720	–	–	﹤0.01%	2119
2017 Q1	$39K	Hold	720	–	–	﹤0.01%	2072
2016 Q4	$37K	Sell	720 -7,028	-91%	-$378K	﹤0.01%	2058
2016 Q3	$441K	Buy	7,748 +7,412	+2,206%	+$415K	0.02%	614
2016 Q2	$18K	Sell	336 -164	-33%	-$8.87K	﹤0.01%	2416
2016 Q1	$27K	Buy	500 +321	+179%	+$16.5K	﹤0.01%	1211
2015 Q4	$9K	Buy	+179	New	+$9.34K	﹤0.01%	2650

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

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

IFP Advisors's WIP Position: Q1 2023 in Review

IFP Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2023, closing a stake of 708 shares — an estimated $44K sold.

IFP Advisors first reported a position in WIP in Q4 2015 and held it in 23 quarters. The position peaked at $441K in Q3 2016. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2023.

IFP Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 708 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2023, an estimated $44K.
IFP Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2015 and held it in 23 quarters.
IFP Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $441K in Q3 2016.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.