Old Port Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Old Port Advisors’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	–	Sell	-3,992	Closed	-$218K	–	232
2021 Q3	$218K	Sell	3,992 -1,750	-30%	-$99.1K	0.08%	202
2021 Q2	$325K	Sell	5,742 -1,207	-17%	-$68.6K	0.12%	173
2021 Q1	$386K	Sell	6,949 -226	-3%	-$13K	0.15%	140
2020 Q4	$420K	Buy	7,175 +86	+1%	+$4.81K	0.18%	121
2020 Q3	$384K	Buy	7,089 +296	+4%	+$16.2K	0.19%	115
2020 Q2	$357K	Buy	6,793 +275	+4%	+$13.9K	0.19%	117
2020 Q1	$318K	Sell	6,518 -93	-1%	-$4.95K	0.19%	112
2019 Q4	$367K	Sell	6,611 -178	-3%	-$9.72K	0.18%	120
2019 Q3	$375K	Sell	6,789 -95	-1%	-$5.22K	0.2%	110
2019 Q2	$382K	Sell	6,884 -201	-3%	-$10.9K	0.2%	115
2019 Q1	$383K	Buy	7,085 +778	+12%	+$41.8K	0.2%	122
2018 Q4	$335K	Buy	+6,307	New	+$330K	0.19%	124
2018 Q2	$438K	Buy	+8,081	New	+$455K	0.24%	108

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

Old Port Advisors's WIP Position: Q4 2021 in Review

Old Port Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2021, closing a stake of 3,992 shares — an estimated $218K sold.

Old Port Advisors first reported a position in WIP in Q2 2018 and held it in 13 quarters. The position peaked at $438K in Q2 2018. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

Old Port Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2021 after selling out during the quarter.
Old Port Advisors sold 3,992 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $218K.
Old Port Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2018 and held it in 13 quarters.
Old Port Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $438K 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 Old Port Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.