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Plante Moran Financial Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Plante Moran Financial 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
2024
Q3 		– Sell
-106
Closed -$4.08K – 924
2024
Q2 		$4.08K Buy
+106
New +$4.14K ﹤0.01% 666

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Plante Moran Financial Advisors's WIP Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2024, closing a stake of 106 shares — an estimated $4.08K sold.

Plante Moran Financial Advisors first reported a position in WIP in Q2 2024 and held it in 1 quarter. The position peaked at $4.08K in Q2 2024. 61 funds tracked by Wall St. Rank hold WIP as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 106 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2024, an estimated $4.08K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $4.08K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.