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

Next Financial Group’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	$18K	Buy	326 +6	+2%	+$328	﹤0.01%	1941
2021 Q3	$17K	Buy	320 +4	+1%	+$226	﹤0.01%	1865
2021 Q2	$18K	Buy	316 +3	+1%	+$170	﹤0.01%	1796
2021 Q1	$17K	Buy	313 +1	+0.3%	+$57	﹤0.01%	1708
2020 Q4	$18K	Buy	312 +2	+0.6%	+$112	﹤0.01%	1590
2020 Q3	$17K	Buy	+310	New	+$16.9K	﹤0.01%	1479
2020 Q2	–	Sell	-308	Closed	-$15K	–	1891
2020 Q1	$15K	Buy	308 +1	+0.3%	+$53	﹤0.01%	1384
2019 Q4	$17K	Buy	307 +3	+1%	+$164	﹤0.01%	1599
2019 Q3	$17K	Sell	304 -474	-61%	-$26.1K	﹤0.01%	1516
2019 Q2	$43K	Buy	+778	New	+$42K	﹤0.01%	1215
2019 Q1	–	Sell	-299	Closed	-$16K	–	2137
2018 Q4	$16K	Buy	+299	New	+$15.6K	﹤0.01%	1185
2017 Q1	–	Sell	-1,289	Closed	-$67K	–	2313
2016 Q4	$67K	Hold	1,289	–	–	0.01%	834
2016 Q3	$73K	Buy	+1,289	New	+$72.1K	0.01%	775
2016 Q2	–	Sell	-100	Closed	-$5K	–	1861
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	1379
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	1401
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	1440
2015 Q2	$5K	Sell	100 -51	-34%	-$2.83K	﹤0.01%	1496
2015 Q1	$8K	Sell	151 -200	-57%	-$11.1K	﹤0.01%	1348
2014 Q4	$20K	Sell	351 -2,196	-86%	-$128K	0.01%	984
2014 Q3	$150K	Buy	+2,547	New	+$156K	0.03%	533

Other funds holding WIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Next Financial Group's WIP Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 1.9% in Q4 2021, buying an estimated $328 and bringing the position to 326 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Next Financial Group first reported a position in WIP in Q3 2014 and has held it in 20 quarters since. The position peaked at $150K in Q3 2014. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

Next Financial Group held 326 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $18K as of Q4 2021.
Next Financial Group bought 6 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $328.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1941 holding.
Next Financial Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2014 and has held it in 20 quarters since.
Next Financial Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $150K in Q3 2014.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.