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

Private Advisor 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
2024 Q2	–	Sell	-6,723	Closed	-$269K	–	2476
2024 Q1	$269K	Sell	6,723 -383	-5%	-$15.4K	﹤0.01%	1918
2023 Q4	$298K	Buy	7,106 +114	+2%	+$4.51K	﹤0.01%	1782
2023 Q3	$272K	Sell	6,992 -818	-10%	-$33.4K	﹤0.01%	1695
2023 Q2	$326K	Sell	7,810 -199	-2%	-$8.35K	﹤0.01%	1575
2023 Q1	$346K	Buy	+8,009	New	+$338K	﹤0.01%	1496
2022 Q4	–	Sell	-7,132	Closed	-$285K	–	1976
2022 Q3	$285K	Buy	7,132 +515	+8%	+$22.3K	﹤0.01%	1501
2022 Q2	$299K	Buy	6,617 +1,861	+39%	+$90.9K	﹤0.01%	1648
2022 Q1	$257K	Sell	4,756 -3	-0.1%	-$160	﹤0.01%	1757
2021 Q4	$256K	Buy	4,759 +999	+27%	+$54.7K	﹤0.01%	1805
2021 Q3	$205K	Buy	3,760 +65	+2%	+$3.68K	﹤0.01%	1863
2021 Q2	$209K	Buy	3,695 +20	+0.5%	+$1.14K	﹤0.01%	1810
2021 Q1	$204K	Buy	3,675 +183	+5%	+$10.5K	﹤0.01%	1731
2020 Q4	$205K	Buy	+3,492	New	+$195K	﹤0.01%	1618
2020 Q3	–	Sell	-3,670	Closed	-$193K	–	3413
2020 Q2	$193K	Buy	+3,670	New	+$185K	﹤0.01%	1381
2019 Q3	–	Sell	-4,615	Closed	-$257K	–	1796
2019 Q2	$257K	Sell	4,615 -710	-13%	-$38.3K	﹤0.01%	1367
2019 Q1	$288K	Hold	5,325	–	–	0.01%	1215
2018 Q4	$277K	Sell	5,325 -450	-8%	-$23.5K	0.01%	1050
2018 Q3	$304K	Buy	+5,775	New	+$308K	0.01%	1219
2018 Q2	–	Sell	-3,540	Closed	-$211K	–	1457
2018 Q1	$211K	Buy	+3,540	New	+$208K	0.01%	1036
2017 Q4	–	Sell	-5,350	Closed	-$304K	–	1424
2017 Q3	$304K	Sell	5,350 -140	-3%	-$7.99K	0.01%	1136
2017 Q2	$301K	Buy	5,490 +225	+4%	+$12.5K	0.01%	1071
2017 Q1	$289K	Sell	5,265 -522	-9%	-$28K	0.01%	1094
2016 Q4	$303K	Buy	+5,787	New	+$312K	0.01%	947
2014 Q4	–	Sell	-1,770	Closed	-$104K	–	1297
2014 Q3	$104K	Buy	+1,770	New	+$109K	0.01%	951

Other funds holding WIP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Private Advisor Group's WIP Position: Q2 2024 in Review

Private Advisor Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2024, closing a stake of 6,723 shares — an estimated $269K sold.

Private Advisor Group first reported a position in WIP in Q3 2014 and held it in 24 quarters. The position peaked at $346K in Q1 2023. 70 funds tracked by Wall St. Rank hold WIP as of Q2 2024.

Private Advisor Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2024 after selling out during the quarter.
Private Advisor Group sold 6,723 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2024, an estimated $269K.
Private Advisor Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2014 and held it in 24 quarters.
Private Advisor Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $346K in Q1 2023.
70 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2024.

Based on Private Advisor Group's 13F filing for Q2 2024, filed 5 Aug 2024.