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

Investment Advisory Group’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 Q3	–	Sell	-8,689	Closed	-$335K	–	176
2024 Q2	$335K	Sell	8,689 -78	-0.9%	-$3.05K	0.13%	110
2024 Q1	$350K	Buy	8,767 +2,150	+32%	+$86.3K	0.14%	104
2023 Q4	$278K	Sell	6,617 -70	-1%	-$2.77K	0.13%	115
2023 Q3	$260K	Sell	6,687 -427	-6%	-$17.5K	0.14%	108
2023 Q2	$297K	Buy	+7,114	New	+$298K	0.15%	99

Other funds holding WIP

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

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

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Investment Advisory Group's WIP Position: Q3 2024 in Review

Investment Advisory Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2024, closing a stake of 8,689 shares — an estimated $335K sold.

Investment Advisory Group first reported a position in WIP in Q2 2023 and held it in 5 quarters. The position peaked at $350K in Q1 2024. 61 funds tracked by Wall St. Rank hold WIP as of Q3 2024.

Investment Advisory Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2024 after selling out during the quarter.
Investment Advisory Group sold 8,689 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2024, an estimated $335K.
Investment Advisory Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2023 and held it in 5 quarters.
Investment Advisory Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $350K in Q1 2024.
61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2024.

Based on Investment Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.