Lake Point Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Lake Point Wealth Management’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	$0	Hold	9	–	–	﹤0.01%	521
2022 Q1	$0	Hold	9	–	–	﹤0.01%	494
2021 Q4	$0	Hold	9	–	–	﹤0.01%	493
2021 Q3	$0	Hold	9	–	–	﹤0.01%	467
2021 Q2	$1K	Buy	+9	New	+$511	﹤0.01%	401
2020 Q1	$0	Hold	9	–	–	﹤0.01%	475
2019 Q4	$0	Buy	+9	New	+$491	﹤0.01%	632
2019 Q2	$10K	Hold	185	–	–	﹤0.01%	331
2019 Q1	$10K	Sell	185 -4,606	-96%	-$247K	﹤0.01%	331
2018 Q4	$249K	Buy	+4,791	New	+$251K	0.09%	123

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

Lake Point Wealth Management's WIP Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q2 2022 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Lake Point Wealth Management first reported a position in WIP in Q4 2018 and has held it in 10 quarters since. The position peaked at $249K in Q4 2018. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2022.

Lake Point Wealth Management held 9 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $0 as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q2 2022.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #521 holding.
Lake Point Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $249K in Q4 2018.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.