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

PFG Investments’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
Q3 		– Sell
-9,607
Closed -$401K – 545
2023
Q2 		$401K Sell
9,607
-872
-8% -$36.6K 0.07% 304
2023
Q1 		$453K Buy
+10,479
New +$442K 0.09% 254

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

PFG Investments's WIP Position: Q3 2023 in Review

PFG Investments sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2023, closing a stake of 9,607 shares — an estimated $401K sold.

PFG Investments first reported a position in WIP in Q1 2023 and held it in 2 quarters. The position peaked at $453K in Q1 2023. 74 funds tracked by Wall St. Rank hold WIP as of Q3 2023.

  • PFG Investments reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2023 after selling out during the quarter.
  • PFG Investments sold 9,607 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2023, an estimated $401K.
  • PFG Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2023 and held it in 2 quarters.
  • PFG Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $453K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2023.

Based on PFG Investments's 13F filing for Q3 2023, filed 6 Nov 2023.