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

Mackenzie Financial’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
2021 Q2	–	Sell	-41,404	Closed	-$2.3M	–	1289
2021 Q1	$2.3M	Buy	+41,404	New	+$2.37M	﹤0.01%	664
2019 Q2	–	Sell	-220,785	Closed	-$11.9M	–	1260
2019 Q1	$11.9M	Buy	+220,785	New	+$11.9M	0.03%	346
2018 Q3	–	Sell	-11,324	Closed	-$614K	–	1157
2018 Q2	$614K	Buy	11,324 +7,352	+185%	+$414K	﹤0.01%	751
2018 Q1	$237K	Buy	+3,972	New	+$233K	﹤0.01%	865

Other funds holding WIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

LFWA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Mackenzie Financial's WIP Position: Q2 2021 in Review

Mackenzie Financial sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2021, closing a stake of 41,404 shares — an estimated $2.3M sold.

Mackenzie Financial first reported a position in WIP in Q1 2018 and held it in 4 quarters. The position peaked at $11.9M in Q1 2019. 99 funds tracked by Wall St. Rank hold WIP as of Q2 2021.

Mackenzie Financial reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2021 after selling out during the quarter.
Mackenzie Financial sold 41,404 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2021, an estimated $2.3M.
Mackenzie Financial first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2018 and held it in 4 quarters.
Mackenzie Financial's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $11.9M in Q1 2019.
99 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2021.

Based on Mackenzie Financial's 13F filing for Q2 2021, filed 11 Aug 2021.