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

Reilly 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
2021
Q4 		– Sell
-100
Closed -$1K – 1212
2021
Q3 		$1K Buy
+100
New +$5.66K ﹤0.01% 907

Other funds holding WIP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reilly Financial Advisors's WIP Position: Q4 2021 in Review

Reilly Financial Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in WIP in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

  • Reilly Financial Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $1K.
  • Reilly Financial Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.