JWCA
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J.W. Cole Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

J.W. Cole 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
2022
Q3 		– Sell
-5,020
Closed -$227K – 770
2022
Q2 		$227K Buy
+5,020
New +$245K 0.02% 630

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

J.W. Cole Advisors's WIP Position: Q3 2022 in Review

J.W. Cole Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2022, closing a stake of 5,020 shares — an estimated $227K sold.

J.W. Cole Advisors first reported a position in WIP in Q2 2022 and held it in 1 quarter. The position peaked at $227K in Q2 2022. 83 funds tracked by Wall St. Rank hold WIP as of Q3 2022.

  • J.W. Cole Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,020 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2022, an estimated $227K.
  • J.W. Cole Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $227K 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 J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.