OBWG
WIP icon

Onyx Bridge Wealth Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Onyx Bridge Wealth 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
2023
Q1 		– Sell
-6,082
Closed -$252K – 209
2022
Q4 		$252K Buy
+6,082
New +$249K 0.1% 139

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Onyx Bridge Wealth Group's WIP Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2023, closing a stake of 6,082 shares — an estimated $252K sold.

Onyx Bridge Wealth Group first reported a position in WIP in Q4 2022 and held it in 1 quarter. The position peaked at $252K in Q4 2022. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2023.

  • Onyx Bridge Wealth Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 6,082 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2023, an estimated $252K.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2022 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $252K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.