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

Simon Quick 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 Q3	–	Sell	-8,114	Closed	-$312K	–	455
2024 Q2	$312K	Sell	8,114 -3,326	-29%	-$130K	0.02%	280
2024 Q1	$457K	Sell	11,440 -2,977	-21%	-$120K	0.03%	217
2023 Q4	$605K	Sell	14,417 -69	-0.5%	-$2.73K	0.05%	155
2023 Q3	$564K	Sell	14,486 -2,176	-13%	-$89K	0.05%	150
2023 Q2	$696K	Sell	16,662 -6,470	-28%	-$271K	0.06%	136
2023 Q1	$1,000K	Buy	23,132 +79	+0.3%	+$3.33K	0.11%	96
2022 Q4	$950K	Sell	23,053 -2,151	-9%	-$88K	0.11%	92
2022 Q3	$1.01M	Sell	25,204 -1,250	-5%	-$54.1K	0.14%	81
2022 Q2	$1.2M	Buy	+26,454	New	+$1.29M	0.16%	78

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

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Simon Quick Advisors's WIP Position: Q3 2024 in Review

Simon Quick Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2024, closing a stake of 8,114 shares — an estimated $312K sold.

Simon Quick Advisors first reported a position in WIP in Q2 2022 and held it in 9 quarters. The position peaked at $1.2M in Q2 2022. 61 funds tracked by Wall St. Rank hold WIP as of Q3 2024.

Simon Quick Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2024 after selling out during the quarter.
Simon Quick Advisors sold 8,114 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2024, an estimated $312K.
Simon Quick Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2022 and held it in 9 quarters.
Simon Quick Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.2M in Q2 2022.
61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2024.

Based on Simon Quick Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.