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

Shearwater Capital’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
2023 Q1	–	Sell	-4,757	Closed	-$201K	–	41
2022 Q4	$201K	Buy	+4,757	New	+$195K	0.2%	38
2022 Q3	–	Sell	-4,653	Closed	-$216K	–	37
2022 Q2	$216K	Sell	4,653 -84	-2%	-$4.1K	0.23%	33
2022 Q1	$261K	Sell	4,737 -178	-4%	-$9.49K	0.24%	35
2021 Q4	$270K	Buy	+4,915	New	+$269K	0.23%	33

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

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Shearwater Capital's WIP Position: Q1 2023 in Review

Shearwater Capital sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2023, closing a stake of 4,757 shares — an estimated $201K sold.

Shearwater Capital first reported a position in WIP in Q4 2021 and held it in 4 quarters. The position peaked at $270K in Q4 2021. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2023.

Shearwater Capital reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2023 after selling out during the quarter.
Shearwater Capital sold 4,757 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2023, an estimated $201K.
Shearwater Capital first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2021 and held it in 4 quarters.
Shearwater Capital's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $270K in Q4 2021.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2023.

Based on Shearwater Capital's 13F filing for Q1 2023, filed 3 Apr 2023.