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

MD Financial 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
2021 Q4	$18.4M	Buy	341,395 +5,201	+2%	+$285K	0.44%	47
2021 Q3	$18.3M	Buy	336,194 +38,407	+13%	+$2.17M	0.46%	46
2021 Q2	$15.9M	Buy	297,787 +12,747	+4%	+$724K	0.46%	46
2021 Q1	$15.2M	Buy	285,040 +22,022	+8%	+$1.26M	0.44%	39
2020 Q4	$15.4M	Hold	263,018	–	–	0.49%	39
2020 Q3	$14.3M	Hold	263,018	–	–	0.58%	37
2020 Q2	$13.8M	Sell	263,018 -1,424	-0.5%	-$71.9K	0.75%	32
2020 Q1	$12.9M	Buy	264,442 +435	+0.2%	+$23.1K	0.8%	30
2019 Q4	$14.6M	Buy	264,007 +1,233	+0.5%	+$67.3K	0.73%	29
2019 Q3	$14.4M	Sell	262,774 -458,613	-64%	-$25.2M	0.75%	32
2019 Q2	$40.1M	Buy	721,387 +293,338	+69%	+$15.8M	1.94%	20
2019 Q1	$23.1M	Sell	428,049 -6,213	-1%	-$334K	1.06%	27
2018 Q4	$22.6M	Sell	434,262 -22,847	-5%	-$1.19M	1.13%	27
2018 Q3	$24.1M	Sell	457,109 -409,762	-47%	-$21.8M	1.09%	27
2018 Q2	$47M	Buy	866,871 +182,927	+27%	+$10.3M	2.17%	20
2018 Q1	$40.7M	Sell	683,944 -90,710	-12%	-$5.33M	1.95%	23
2017 Q4	$44.6M	Buy	+774,654	New	+$44M	2.18%	22

Other funds holding WIP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

LFWA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

MD Financial Management's WIP Position: Q4 2021 in Review

MD Financial Management increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 1.5% in Q4 2021, buying an estimated $285K and bringing the position to 341,395 shares worth $18.4M. The position accounts for 0.44% of the portfolio, ranked #47.

MD Financial Management first reported a position in WIP in Q4 2017 and has held it in 17 quarters since. The position peaked at $47M in Q2 2018. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

MD Financial Management held 341,395 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $18.4M as of Q4 2021.
MD Financial Management bought 5,201 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $285K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.44% of MD Financial Management's portfolio in Q4 2021, its #47 holding.
MD Financial Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2017 and has held it in 17 quarters since.
MD Financial Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $47M in Q2 2018.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.