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

Klingman & Associates’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 Q2	–	Sell	-5,521	Closed	-$298K	–	213
2022 Q1	$298K	Buy	5,521 +17	+0.3%	+$906	0.03%	165
2021 Q4	$296K	Buy	5,504 +18	+0.3%	+$985	0.03%	147
2021 Q3	$299K	Buy	5,486 +12	+0.2%	+$679	0.03%	136
2021 Q2	$309K	Buy	5,474 +10	+0.2%	+$568	0.03%	132
2021 Q1	$303K	Buy	5,464 +4	+0.1%	+$229	0.03%	134
2020 Q4	$321K	Buy	5,460 +7	+0.1%	+$392	0.04%	113
2020 Q3	$296K	Buy	5,453 +953	+21%	+$52K	0.04%	110
2020 Q2	$236K	Hold	4,500	–	–	0.04%	115
2020 Q1	$220K	Hold	4,500	–	–	0.04%	113
2019 Q4	$248K	Hold	4,500	–	–	0.04%	119
2019 Q3	$246K	Hold	4,500	–	–	0.04%	108
2019 Q2	$250K	Hold	4,500	–	–	0.05%	108
2019 Q1	$243K	Hold	4,500	–	–	0.05%	110
2018 Q4	$234K	Hold	4,500	–	–	0.05%	97
2018 Q3	$237K	Hold	4,500	–	–	0.05%	99
2018 Q2	$244K	Hold	4,500	–	–	0.05%	94
2018 Q1	$268K	Hold	4,500	–	–	0.06%	89
2017 Q4	$259K	Sell	4,500 -500	-10%	-$28.4K	0.06%	101
2017 Q3	$287K	Sell	5,000 -1,000	-17%	-$57.1K	0.07%	78
2017 Q2	$333K	Hold	6,000	–	–	0.09%	73
2017 Q1	$329K	Hold	6,000	–	–	0.09%	73
2016 Q4	$312K	Sell	6,000 -400	-6%	-$21.5K	0.09%	73
2016 Q3	$364K	Hold	6,400	–	–	0.11%	68
2016 Q2	$351K	Sell	6,400 -2,500	-28%	-$135K	0.11%	69
2016 Q1	$483K	Hold	8,900	–	–	0.17%	57
2015 Q4	$448K	Sell	8,900 -2,500	-22%	-$130K	0.17%	66
2015 Q3	$593K	Hold	11,400	–	–	0.23%	54
2015 Q2	$626K	Hold	11,400	–	–	0.25%	47
2015 Q1	$622K	Hold	11,400	–	–	0.26%	48
2014 Q4	$649K	Buy	+11,400	New	+$667K	0.27%	45

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Klingman & Associates's WIP Position: Q2 2022 in Review

Klingman & Associates sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2022, closing a stake of 5,521 shares — an estimated $298K sold.

Klingman & Associates first reported a position in WIP in Q4 2014 and held it in 30 quarters. The position peaked at $649K in Q4 2014. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2022.

Klingman & Associates reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2022 after selling out during the quarter.
Klingman & Associates sold 5,521 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2022, an estimated $298K.
Klingman & Associates first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and held it in 30 quarters.
Klingman & Associates's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $649K in Q4 2014.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2022.

Based on Klingman & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.