Realta Investment Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Realta Investment 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 Q4	–	Sell	-6	Closed	-$234	–	417
2024 Q3	$234	Sell	6 -114	-95%	-$4.48K	﹤0.01%	354
2024 Q2	$4.61K	Hold	120	–	–	﹤0.01%	725
2024 Q1	$4.79K	Buy	+120	New	+$4.82K	﹤0.01%	744
2023 Q4	–	Sell	-147	Closed	-$6.12K	–	801
2023 Q3	$6.12K	Hold	147	–	–	﹤0.01%	707
2023 Q2	$6.12K	Buy	+147	New	+$6.17K	﹤0.01%	760
2023 Q1	–	Sell	-131	Closed	-$5.38K	–	831
2022 Q4	$5.38K	Sell	131 -26	-17%	-$1.06K	﹤0.01%	768
2022 Q3	$6K	Buy	+157	New	+$6.8K	﹤0.01%	745
2019 Q4	–	Sell	-189	Closed	-$7K	–	1694
2019 Q3	$7K	Sell	189 -27	-13%	-$1.48K	﹤0.01%	1244
2019 Q2	$10K	Hold	216	–	–	﹤0.01%	1152
2019 Q1	$8K	Buy	+216	New	+$11.6K	﹤0.01%	974

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 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

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

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

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Realta Investment Advisors's WIP Position: Q4 2024 in Review

Realta Investment Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2024, closing a stake of 6 shares — an estimated $234 sold.

Realta Investment Advisors first reported a position in WIP in Q1 2019 and held it in 10 quarters. The position peaked at $10K in Q2 2019. 61 funds tracked by Wall St. Rank hold WIP as of Q4 2024.

Realta Investment Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 6 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2024, an estimated $234.
Realta Investment Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $10K in Q2 2019.
61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.