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

SageView Advisory 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
-514
Closed -$286K – 807
2024
Q1 		$286K Buy
+514
New +$20.6K 0.01% 428

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
Morgan Stanley
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
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

SageView Advisory Group's WIP Position: Q2 2024 in Review

SageView Advisory Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2024, closing a stake of 514 shares — an estimated $286K sold.

SageView Advisory Group first reported a position in WIP in Q1 2024 and held it in 1 quarter. The position peaked at $286K in Q1 2024. 70 funds tracked by Wall St. Rank hold WIP as of Q2 2024.

  • SageView Advisory 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.
  • SageView Advisory Group sold 514 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2024, an estimated $286K.
  • SageView Advisory Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $286K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.