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

Private Ocean’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
2022 Q2	–	Sell	-6	Closed	–	–	678
2022 Q1	$0	Buy	+6	New	+$320	﹤0.01%	718

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Ocean's WIP Position: Q2 2022 in Review

Private Ocean sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2022, closing a stake of 6 shares.

Private Ocean first reported a position in WIP in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2022.

Private Ocean reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Ocean sold 6 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2022.
Private Ocean first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2022 and held it in 1 quarter.
Private Ocean's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $0 in Q1 2022.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2022.

Based on Private Ocean's 13F filing for Q2 2022, filed 25 Jul 2022.