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RPg Family Wealth Advisory’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

RPg Family Wealth Advisory’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
-179,198
Closed -$6.9M – 115
2024
Q2 		$6.9M Buy
179,198
+11,184
+7% +$437K 2.27% 17
2024
Q1 		$6.72M Buy
168,014
+40,574
+32% +$1.63M 2.13% 16
2023
Q4 		$5.34M Buy
127,440
+20,989
+20% +$830K 1.97% 19
2023
Q3 		$4.14M Buy
106,451
+8,581
+9% +$351K 1.7% 25
2023
Q2 		$4.09M Buy
97,870
+69,778
+248% +$2.93M 1.64% 24
2023
Q1 		$1.21M Buy
28,092
+2,907
+12% +$123K 0.67% 48
2022
Q4 		$1.04M Sell
25,185
-3,470
-12% -$142K 0.71% 44
2022
Q3 		$1.25M Buy
28,655
+282
+1% +$12.2K 0.66% 47
2022
Q2 		$1.28M Buy
28,373
+943
+3% +$46.1K 0.77% 43
2022
Q1 		$1.48M Buy
27,430
+6,274
+30% +$335K 0.63% 44
2021
Q4 		$1.14M Buy
21,156
+14,903
+238% +$816K 0.45% 47
2021
Q3 		$340K Sell
6,253
-27
-0.4% -$1.53K 0.14% 99
2021
Q2 		$354K Buy
+6,280
New +$357K 0.14% 102
2020
Q4 		$91.9K Buy
1,565
+12
+0.8% +$671 0.04% 139
2020
Q3 		$84.2K Sell
1,553
-41
-3% -$2.24K 0.04% 143
2020
Q2 		$83.7K Sell
1,594
-28
-2% -$1.41K 0.05% 141
2020
Q1 		$79.1K Hold
1,622
– – 0.06% 117
2019
Q4 		$89.4K Buy
+1,622
New +$88.6K 0.05% 123

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

RPg Family Wealth Advisory's WIP Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2024, closing a stake of 179,198 shares — an estimated $6.9M sold.

RPg Family Wealth Advisory first reported a position in WIP in Q4 2019 and held it in 18 quarters. The position peaked at $6.9M in Q2 2024. 61 funds tracked by Wall St. Rank hold WIP as of Q3 2024.

  • RPg Family Wealth Advisory reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 179,198 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2024, an estimated $6.9M.
  • RPg Family Wealth Advisory first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 18 quarters.
  • RPg Family Wealth Advisory's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $6.9M 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 RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.